A 2019 Market Review

Wow, what a ride! Since 2009, the markets have experienced tremendous growth. Many have been surprised that the markets have performed so strongly over the past 10 years. It seems like every other week we

Systematic Withdrawal Strategies

Should you arrange automatic distributions from your retirement or investment accounts?   Some retirees wish they could simplify money management. Estimating investment income, annual retirement plan distributions, and quarterly taxes can be a chore. This

Understanding Long-Term Care

The important question: Are you prepared? Addressing the potential threat of long-term care expenses may be one of the biggest financial challenges for individuals who are developing a retirement strategy. The U.S. Department of Health

Saving Your Elderly Parents from Financial Fraud

Talk about precautions with the seniors in your family.   Elders are financially defrauded in this country on a daily basis. Only a few of these crimes are made public. In fact, the National Adult

TOD or Living Trust?

A look at two basic methods for shielding assets from probate.   How do you keep assets out of probate? If that estate planning question is on your mind, you should know that there are

Are You Retiring Within the Next 5 Years?

What should you focus on as the transition approaches? You can prepare for your retirement transition years before it occurs. In doing so, you can do your best to avoid the kind of financial surprises