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Sorry I missed last week’s post; time it seems got away from me somehow. It seems that it happens more and more these days. But I will double down and push ahead full force. The main reason for [...]

There are a few legal ways in which you can trim your tax liability in retirement. Most people save for retirement in either a 401(k) or similar type account or an Individual Retirement Account [...]

About two years ago there was a major change to Social Security when the full retirement age changed from 66 to 67. The increase will be a gradual shift with a month added for every two months in [...]

Most people are not comfortable dealing with their finances and in many instances having a qualified financial planner is not a bad idea to keep emotions out of the equation. After all, many [...]

How much of a difference can $5,000 make? Over time, especially decades, that can mean some serious money to a retirement account. In 2019 the IRS increased the limits on the annual contributions [...]

Do you get regular raises at work? When you get one what is your immediate reaction to the new-found money? For some, they decide to spend it on items that they may not have been able to afford [...]

In today’s ever-changing world of financial planning, the advent of robo-advisors has become more commonplace. Of course, there are advantages and disadvantages to the use of investment tools. In [...]

In today’s world of corporate America, it is increasingly left to the individuals to fund their retirement. Basically, gone are the days of company pensions of defined benefit plans, and we are [...]

In the summer of 2016, Charles Schwab entered the low-cost lifecycle fund arena competing Vanguard head to head. At the time Schwab entered this market they we, in fact, cheaper than the old [...]

Okay, last week I posted a blog from a year ago when I warned of the potential tax situation for your 2018 liability. I know many of you have seen and read about people getting smaller refunds [...]