2020 has been nothing short of astonishing in so many ways. A worldwide pandemic followed by civil unrest and now an impending
On June 30th the Securities and Exchange Commission Regulation Best Interest (REG BI) went into effect. The regulation establishes a best interest standard
2020 has been nothing short of breathtaking. The S&P 500 reached an all-time high on February 19th and then proceeded to plummet
It seems like an eternity since the Coronavirus stay-at-home orders were put into place. So much terrible news day after day. There
The Secure Act (Setting Every Community Up for Retirement Enhancement) was signed into law on December 20, 2019 became effective January 1,
Despite the hustle and bustle of the holiday season, it just might be in your best interests to take five minutes to
Now just might be the optimal time to rebalance your portfolio! US stocks have been on a tear for ten years now.
HECM stands for home equity conversion mortgage – otherwise known as a reverse mortgage. Now before you stop reading this blog take
The good news: Financial advisors, if you invested $100,000 into a 60/40 portfolio 10 years ago (September 30, 2009) and let it
We originally posted this nearly three years ago!! Since then Jack has passed on, but his word are here to stay. Enjoy
In Part One and Two of this three part series we discussed the challenges of generating income in retirement. Those
Retirement Income Planning – How to Take Advantage of Being in the Tax Vacation Window – Part Two of a Three part series.
In Part One of this Three part blog series we discussed the challenges generating retirement income after you have retired.
Retirement Income Planning – How to maximize your after tax income – Part One of a Three part series.
Part One – The Problem You have worked hard. You have contributed religiously to your 401(k)’s and other qualified retirement