General

Do you have an Individual Retirement account (IRA)? Do you need to access that account and are not yet 59 ½ to avoid the 10% penalty imposed by the IRS? If you answered these two questions, there [...]

With the recent turmoil in the markets, let us take some time to rethink what we need to do. Are you like so many right now, worried about the coronavirus? Are afraid that it will cause the [...]

If you read my posts with any regularity, you are by now aware that I am a big advocate of people preparing early for their retirement. In fact, the sooner you start, the better off you will be [...]

When to elect to begin your Social Security benefits can be challenging in the best of times. I highly recommend you seek the advice of a Registered Financial Consultant or a Registered Social [...]

Tax season is officially upon us, and for some of you, there may be some sticker shock when you file your 2019 tax return. Yes, the tax act went into effect in 2018 and for many, it meant that [...]

It is never to start soon saving for your retirement. It is a great thing for someone young who has some earned income to save a portion of it in an Individual Retirement Account for their [...]

With the start of a new year and new rules on when you must take Required Minimum Distributions (RMDs) from Individual Retirement Accounts (IRAs), we will examine how this affects many of you and [...]

With stock prices and valuations at near all-time highs, political uncertainty and the upcoming election now may not be a bad time to evaluate your situation if you are nearing retirement or [...]

When purchasing an Exchange Traded Fund (ETF), mutual fund, or individual stock to invest in do not make the classic mistake of chasing returns. In this post, we will examine ETFs and to a degree [...]

If you are like many, you may be worried you have not saved enough to retire in the fashion you had always dreamed of. But do not worry, it is never too late to take over and properly plan for [...]