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Are you recently retired and have a company-sponsored 401(k)? Then you may be asking yourself what you should do with the funds in that account. Well, luckily for you there are a few options [...]

With college and high school graduations going on right now, it is extremely important for all of you young graduates to consider planning for your retirement. Yes, I know what you are thinking, [...]

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 [...]

So far this year I have written posts on taxes and how the tax tables as withholding too little from most paychecks, for more information see 2018 & 2019 Income Taxes. Then last week I did a [...]

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 [...]