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Do you have the needed documents for when you are not around or able to make decisions? Do you know what these documents even are? While there may not be a need for everyone to have all of these [...]

Are you getting ready to retire? Do you think you have saved enough to retire the way you want? Well, do not worry there is time even if you are older and maybe have not saved what you think you [...]

Do you think you are too young to plan for your estate? If you think the answer to that question is a yes then you are mistaken. Nearly half of Americans over the age of 55 do not have a will or [...]

Is your goal to retire a millionaire? If this is indeed the case, as it is with so many of us, here are some tips and tricks to help get you into the group who call themselves millionaires. One [...]

Do you have an IRA or a 401(k)? If you do, a ROTH may be in order, but you need to consider a few things prior to opening a ROTH IRA or 401(k). With the uncertainty of Congress and what all the [...]

When dealing with Social Security there are countless laws, rules, and regulations that people need to be aware. As everyone’s situation is different and in some cases couples classification, may [...]

Do you have an IRA?  Are you concerned about all the laws and regulations that go along with having an IRA?  The following are some areas of concern that I see people have with their IRA’s or [...]

With a new year, it is time to once again think of retirement and take some proactive steps in that regard.  Are you one to plan early?  If so these are ten areas that you may want to focus on in [...]

Are you preparing for retirement?  Are you afraid that you may not have saved enough to retire comfortably?  Then there are some techniques that older readers can try to increase their overall [...]

  Are you thinking about your retirement and how taxes will affect your situation?  It is never too early to consider the role of taxes on your retirement, and if you are past age 59 ½ this blog [...]