Category Archives for Retirement Advice

6 Tax Planning Strategies to Optimize Your Retirement Wealth

Retirement Advice

You’ll benefit from the tax planning strategies in this post, whether you are currently retired or are still counting down the years, months, or days until retirement. Being deliberate about your

Be Prepared For A Tax Policy Swing Back

Retirement Advice

For business owners, professionals, and families with sizable savings and income, tax rules are about as favorable as they’ve been in decades, but the tax policy pendulum could swing back again.

10 Steps to Easing Financial Anxiety During Major Life Changes

Divorce Financial Education & News Investment Advice Retirement Advice

Life happens and, sometimes, it can be incredibly worrisome from a financial standpoint. You’ve struggled through a divorce. Perhaps you’ve faced a life-threatening illness. And, you look at your bank

The Tao of Wealth Management

Investment Advice Retirement Advice

The path to success in many areas of life is paved with continual hard work, intense activity, and a day-to-day focus on results. However, for many investors who adopt this approach to managing their wealth,

A Focus on Fixed Income

Investment Advice Retirement Advice

It’s been approximately a decade since the Great Recession began. By year-end 2008, the U.S. Federal Reserve (the Fed) had lowered the target federal funds rate to near-zero and embarked on an aggressive

What’s Social Security Got for You?

Retirement Advice

Building the best strategy starts with pinpointing your benefit at different ages. Back in the late 1980s, when much like today there was mounting concern about the future of Social Security, Congress

Timing is Critical for Boomers Preparing to Claim Social Security

Retirement Advice

Make the Most of Your Benefits It has begun. America’s largest generation, the 79 million strong, post World War II baby-boomers has begun cashing in on its Social Security benefits. And, just as history

Avoiding Financial Scams and Identity Theft Fraud

Financial Education & News Investment Advice Retirement Advice

Young or old, wealthy or poor, online or in person … Nobody is immune from financial scams and identity theft fraud. No matter who you are or how well-informed you may be, the bad guys are out there,

The Uncertainty Paradox and Planning

Investment Advice Retirement Advice

“Doubt is not a pleasant condition, but certainty is an absurd one.” — Voltaire “The market hates uncertainty” has been a common enough saying in recent years, but how logical is it?

Designing a Retirement Income that Works for You

Retirement Advice

If ever there were an appropriate analogy for how to invest for retirement, it would be the classic fable of The Three Little Pigs. As you may recall, those three little pigs tried three different structures