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 [...]
July 2019
June 2019
Estate Planning for Your Loved Ones
An estate plan is like a car; it requires regular maintenance, and may need parts replaced as it ages. Some experts recommend reviewing [...]
April 2019
Aging in Place
Many homeowners age 50 and older say that they want to “age in place,” but the reality is that many homes were not [...]
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 [...]
Do You Need to File a Tax Extension?
Doing your taxes might be complicated, but thankfully filing for an extension can help give you some more time to prepare. There are [...]
How to Pass on a Retirement Account
Legacy Building is complicated: The fair decision may not actually be the most practical one. What does this mean? It means that even [...]
Saving for Retirement While Reducing Your Taxes
This tax season will be the first time Americans are filing under the new tax code, adding complexity, and possibly stress, to the [...]
March 2019
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 [...]