17 Jul 2020
safeguarding your retirement
You’ve been planning for this for years: the ability to retire. You’ve saved diligently, discussed the transition More
work and retirement
25 Jun 2020
rmd’s suspended for 2020
As part of the Coronavirus Aid Relief and Economic Security (CARES) Act of 2020, More
12 Mar 2020
secure act changes to retirement accounts
Beginning 2020, the “Secure Act” changes how beneficiaries may take distributions from qualified retirement More
5 Apr 2019
social security basics
Let’s start with how Social Security works and look at some practical situations. Social Security benefits More
13 Dec 2018
leaving iras to children
Often, IRAs represent the largest assets in an estate. They are more than just a stash More
6 Jan 2018
how housing plays into planning for a longer retirement
In my work as a Certified Financial Planner, I always discuss the topic of housing with my clients as they plan for retirement. More
16 Oct 2017
transitioning into retirement
While the transition into retirement can be an exciting time for people, it can also be a stressful period. On the Holmes-Rahe Stress Inventory, a “life More
25 Jun 2017
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
7 Apr 2017
social security: how retirement benefits work
Social security is the foundation of economic security for millions of Americans. Over 150 million Americans pay social security taxes and approximately 60 million More
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
3 Mar 2017
unretirement: figuring out your next act
This is an update to an earlier post because we can’t resist revisiting this topic, especially when new data is released: In 2015, almost a quarter of new businesses More
20 Feb 2017
a rose by any other name
Last week, my friend Rose called me. She was visiting her 80-year old mother, when her mom got a call from an advisor at the financial institution that holds 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
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21 Sep 2020
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reinventing retirement
Society would have us believe that as we age into our 60s, we should be at or close to retirement, that our More