Current News
Mar22
Near or Far
It isn’t always easy to save for retirement, in part because, for many people, it is far enough away that we don’t feel any sense ...
Mar14
Married Couples and Social Security
We were recently asked a question that led us to believe this week’s topic might be useful to many of you. While most of us ...
Mar01
Last Week
Last week, we spoke about RMDs and we were then asked to take it a step further and talk about the issue of leaving an ...
Feb21
RMDs
For many investors entering their 70s, diligently contributing to and saving in tax-deferred retirement accounts must soon turn to making mandatory annual withdrawals. That’s because ...
Feb18
Lifespan Variation
An interesting study performed by the Center for Retirement Research at Boston College delved into the concept of lifespan variation, and why it provides valuable ...
Feb10
Five Easy Steps For Financial Fitness
Are you the kind of person who likes to make lists? You might see the use in this list of “five easy steps for financial ...
Feb01
Where did I put it?
All too often when we need to find an important financial document we can’t remember where we put it. Keeping important documents up to date ...
Jan24
Nickle-and-Dimed
No, you’re probably not imagining it. 69% percent of Americans surveyed by Lending Tree in 2023 reported they’d paid an extra fee when using a ...
Jan10
Pre-Retirement Syndrome
Have you heard this phrase? It is often used to refer to the anxiety and stress that people feel in the years leading up to ...
