Blog
Blog
Your Questions Answered: Does A 401k Rollover Put Me Over My Annual IRA Max?
Last year we advised a client to consider rolling over a 401k that they had with a former employer to their SIMPLE IRA with their current employer. Several weeks later, Chris sent us this e-mail. We have edited it to protect the privacy of the client: I am having my...
Your Questions Answered: Which Market Index Should I Be Paying Attention To?
A while back a client and I were discussing his investment accounts. During the conversation, he mentioned how he paid attention to the “market” as a proxy for the relative performance of his account. In other words, when the “market” was up, he figured he was up. And...
Utilize Your Career Talents on a Corporate or Nonprofit Board
The lifetime of experience you've accumulated in your career doesn't become any less valuable once you've retired. Many seniors turn to part-time jobs, volunteer positions, tutoring, and mentorship to stay sharp, stay active, connect, and give back in retirement....
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.