Annuitizing Can Be a Longevity Hedge
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How long do you plan to live? Did you save enough to support 30+ years in retirement?
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Blog
Show Me The Money!
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Do you like to shop with coupons, wait for sales, and rack up rewards at stores you frequent? Then maybe using the Restricted Application strategy is for you.
Read MoreOngoing Communication with Your Planner
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I began traveling in my early twenties and had no need for travel insurance. I thought, “Why add the extra expense since I am invincible?”
Read MoreQualified Charitable Distribution for Taxpayers Over 70 ½
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A Qualified Charitable Distribution (QCD) is a direct transfer from your retirement account to a qualified charity. The benefit is that the distribution is not added to your taxable income.
Read MoreWhen is a Recession Declared a Recession?
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There have been a lot of discussions lately on whether or not we are headed for another recession. There has also been a lot of controversy over what defines a recession.
Read MoreConsulting an Expert or Hiring it Out
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I took a week off in May for a staycation. Of course, I had a list of things to do that week, with the biggest project being to tend to the craftsman-style columns on our front and back porches.
Read MoreFeeling Secure
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Like everyone, my personality, values, dreams, and hang-ups have been shaped by my childhood. For various reasons, I didn’t feel like I had much security in my life while growing up. I developed a strong sense that I had to fend for myself.
Read MoreQuarterly Estimated Tax Payments: Why, When, and How Much?
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As you know, we are in the thick of tax season, and I’m finding a lot of clients want to learn more about quarterly estimated tax payments. Perhaps the new tax laws changed their situation enough to warrant estimated tax payments, or perhaps they have experienced a life change, like retirement.
Read MoreDo You Know the Way to San Jose?
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When I hear the Dionne Warwick song “Do You Know the Way to San Jose?” I am reminded of my early career as a Shipping Supervisor in Tennessee.
Read MoreDo Your Adult Children Have a Medical Advocate?
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It’s ski season and my family is heading out west for some fun in the snow. It always seems like there’s so much to pack (jackets, skis, poles, helmets, gloves, etc.), but there are two more items that I require my adult children to bring.
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