In the investment community, all eyes are on inflation this year. Economic analysts at Merrill Lynch anticipate further tightening in the labor market, to the…
Who will be affected by the new tax legislation that went into effect Jan. 1? That is a question many are asking. While “everyone” is…
After months of hashing and rehashing what was (or wasn’t) in the tax reform bill — complete with what seemed like minute-to-minute cable news updates…
Calling Financial Shots Why do you want to call the shots when it comes to your finances in retirement? Well, frankly, who doesn’t want to…
Many people who have met with a financial professional and estate planning attorney have a well-thought-out plan in place to transfer assets to their beneficiaries…
If you expect to be in a high tax bracket in retirement, you may consider allocating your retirement assets in a variety of different types…
Are you in the Retirement Red Zone? This is the period five years prior to your anticipated retirement date and five years following your retirement…
What Is the Most Tax-Efficient Way to Take a Distribution from a Retirement Plan? If you receive a distribution from a qualified retirement plan…
Many people are under the assumption that when they no longer earn the wage they made during their working years they will automatically fall into…
In my first post I discussed the first two of five key perils I think are important to consider when you’re approaching retirement or are…