Blog
Blog
Your Questions Answered: I Inherited an IRA. What Do I Do About The RMD?
We have a client whose mother passed away at the beginning of the year. She was a beneficiary of her mother’s IRA, and we helped her move the inherited funds into a beneficiary IRA in her name. Because of her mother’s age, we asked if her mother took her full IRA...
Managers Vs. Makers in Retirement
In a 2009 essay that was very influential in business circles, Paul Graham of Y Combinator tried to figure out why workers at different levels of the same organization struggled to stay on the same meeting schedule. His conclusion was that you could break jobs down...
Your Questions Answered: Should I Buy Shares In The Company I Work For?
We have a client, Sandra, whose employer was in the process of being purchased by another company. As a function of her position, she was offered the opportunity to buy shares in the new company. She wanted to know if it was a good idea. Some personal finance experts...
Advice For Life
How Does Social Security Best Support Your Retirement Plan?
Deciding when to take Social Security is a key decision in your retirement planning.
Can Your Medicare Choice Affect Your Return on Life?
We’re heading into Medicare’s annual open enrollment period. Whether you’re a new retiree or a current Medicare enrollee who wants to review your coverage…
Is Your Retirement Plan Missing an Essential Piece?
With retirement approaching, you have reviewed your numbers and perhaps are feeling good about what you see.
SMI Transition Planning
Resource Planning – The Financial Analysis Part 2
Resource planning for your child after you are gone is a straightforward process.
Resource Planning – The Financial Analysis
Resource planning for your child after you are gone is a straightforward process.
Advocate – Expectations
This post is to help you think through what an Advocate(s) will be doing for your child. What should be the responsibilities and expectations?
Every month, Paul shares his thoughts, stories, and wisdom.