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Category: Retiree

05/04/2018

New tax law: Steps you can take now

As of January 1, anything you make is subject to a new tax law. You may not notice it until…
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04/20/2018

Creating income in retirement

You’ve spent decades working and saving. Now you’re retired, with a “nest egg” of savings you believe will last for…
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01/03/2018

Estate planning 101

It is easy to put off planning for your estate and end-of-life affairs. But every adult can benefit from having…
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11/29/2017

Charitable giving

Americans give hundreds of billions of dollars to charity each year. If you are someone who gives regularly, you should…
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09/08/2017

Medicare: An introduction

Medicare is the federal health insurance program for people who are 65 or older, certain younger people with disabilities, and…
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07/14/2016

Pursuing a better investment experience

We attach a great set of slides (find them here) on how you can maximize success in investing. There are…
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07/09/2016

Trusts: What you need to know

Trusts sometimes get a bad rap. Many people believe trusts are complicated documents designed for the super-rich so they can…
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07/05/2016

When to take Social Security

Hundreds of books and articles have been written and a lot of software developed to answer the question many of…
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06/15/2016

Roth conversions and contributions

In 2016, to make a full contribution to a Roth IRA, your modified adjusted gross income must be less than…
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