Put Your Money to Work
You’ve worked for your money, and retirement is the time to have your money work for you. B [...]
July 2019
A Plan for a Better IRS Experience
“I love dealing with the IRS,” said no one, ever. But, President Trump has signed a bill th [...]
Charisse’s Featured Interview on The Bob Rose Show
On Thursday, July 18th Charisse Rivers joined The Bob Rose Show to talk about the [...]
Avoid Ageism in Retirement
Despite the fact that America has an aging population, there is much evidence of ageism aro [...]
Don’t forget about Your Old 401(k)s
Do you have multiple 401(k)s? If you left your money in a former employer’s 401(k), you may [...]
Small Steps and Giant Leaps Toward Retirement
July 20th marks the 50th anniversary of the moon landing. In the middle of summer vacation, [...]
Financial Lessons from a Founding Father
July 12th marks the 215th anniversary of Alexander Hamilton’s death. As the first secretary [...]
Beware of Sequence of Returns Risk
Times of market volatility are never pleasant, but they pose a particular threat to you as [...]
3 Things to Do if the Stretch IRA Dies
The House of Representatives voted in favor of the Secure Act 417-3, and the bill is now on [...]
Plan to Maintain Your Independence This 4th of July
Many Baby Boomers are watching their parents age to the point where they should move out of [...]