29 Mar 2017
untangling IRAs
Traditional IRAs were established back in 1974 and most of us are pretty familiar with them. It wasn’t until 1997 that the Roth IRA was created, providing tax payers More
managing money
12 Feb 2017
protect yourself from identity theft
Did you know that financial identity theft is the fastest growing crime? Chances are someone you know has fallen prey to some sort of scheme – even if they aren’t talking More
4 Feb 2017
funding home improvements
My clients, Nancy and Bob, are both in their mid-60s. Bob has pared down to part-time work as a computer consultant, and Nancy teaches part-time at a local More
31 Jan 2017
making tax time less taxing
What’s the best thing you can do to make tax time less “taxing,” so to speak? Set up your 2017 tax file today. Yes, you read that right – start now! More
29 Jan 2017
investing essentials
Understanding the basics of investing can seem intimidating. We’ll sort through the essentials here in a simple, understandable way. More
2 Jan 2017
let’s talk social security
You’ve been paying in to Social Security for decades and now you’re ready to start collecting benefits. Before you make the very important decision of when to start More
15 Sep 2016
financial fitness through the decades
Financial planning is a process. It occurs over the course of our lives and should reflect our changing needs as we age. Why plan? Studies have shown that retirees More
4 Sep 2016
the rules of gifting
With an increasing number of boomers and seniors inquiring about “gifting” to their children and grandchildren, perhaps to fund education or even help with More
3 Sep 2016
the real cost of unpaid caregiving
A 2011 MetLife study on the cost of caregiving revealed some startling statistics. Namely, about a quarter of adult children, primarily baby boomers More
1 Apr 2016
make your money last
With life expectancy on the rise, more and more people are asking themselves: Will I outlive my assets? How long will my nest egg last? More
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25 Jun 2017
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maintaining your lifestyle
Sandra and Ken are in their mid-60s and just easing into their retirement routine. They always felt they had planned well for their “golden years,” with expected income More