Market Volatility – What To Do?
Times of market volatility are never pleasant, but they pose a particular threat to you as you near and enter retirement. The state [...]
Exploring Alternative Investments
We’re living – and retiring – in unique times, and some retirement strategies reflect this. Many of those nearing retirement are on their [...]
Caring for Aging Parents
Baby Boomers are sometimes referred to as the “Sandwich Generation,” because many spend time and money care for both their children and aging [...]
Lifelong Learners: Set Up a 529 Plan for Yourself
Whether you think of yourself as an old dog or spring chicken in retirement is up to you. Even if you don’t retire [...]
If You Have an IRA Don’t Forget About This Important Deadline
Most people know that April 15th is Tax Day, but they may not know that it is also the deadline to contribute to [...]
How to Use Your HSA After You Turn 65
Do you have a Health Savings Account (HSA)? If so, you should note that the rules regarding HSAs change when you turn 65. [...]
Don’t Let Market Volatility Ruin Your Retirement
Now that you’re nearing retirement, the term “market volatility” might stir up different feelings than it 30 years ago. Older workers and retirees [...]
Did You Make a Qualified Charitable Distribution this Year?
Did you make an IRA charitable distribution this year? If so, you’ll want to report it on your tax return. Charitable contributions are [...]
The Rising Cost of Healthcare in Retirement
We know life is like a box of chocolates – but what about retirement? Do you really know what it holds, or how [...]
Are You Thinking About Buying a Second Home?
A home is one of the most significant purchases you’ve made in your lifetime, so you should take your time when thinking about [...]