Be Aware of 401(k) Fees
Do you know how much you’re paying in 401(k) fees? Or that you’re being charged fees at all [...]
October 2019
September 2019
Age Can Have Its Benefits
We typically don’t think of the word “aging” as having a positive connotation. It may bring [...]
A Social Security Claiming Strategy to be Eliminated
Updated Thursday, September 12th, 2019 Did you know that there are many ways you can claim [...]
July 2019
Put Your Money to Work
You’ve worked for your money, and retirement is the time to have your money work for you. B [...]
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 [...]
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 [...]
Financial Lessons from a Founding Father
July 12th marks the 215th anniversary of Alexander Hamilton’s death. As the first secretary [...]
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 [...]
June 2019
Covering Long-Term Care Costs
Some of the major expenses you’ll need to anticipate in retirement are your healthcare cost [...]
Social Security’s Decreased Buying Power
Some are worried about the state of Social Security since the latest report found that star [...]