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First, I must apologize for being a bit inconsistent in the last few weeks. I have had some health issues that have consumed a good portion of my time that I am hoping are behind me now, and I [...]

I recently read an article that I wanted to share the basic core ideas with those of you that are Baby Boomers and as a warning for Generation X. Are Baby Boomers headed for a retirement crisis [...]

Should you take your Social Security benefits at age 62, full retirement age or even age 70? As a financial planner and Registered Social Security Analyst (RSSA), I can honestly say that there is [...]

A lot of people, about 10,000 Baby Boomers a day, are set to begin the retirement phase of their lives. But many of the people who are retiring are worried about how they will retire and how they [...]

Investing does not have to be an extremely complicated matter. For some, it may be more daunting than it is for others. If you are not someone who thinks that they can go the financial roads [...]

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 [...]