Avert a Tax Surprise in Retirement: Get Ready With a Roth
When you think about planning for a successful retirement, what’s the first thing that pops into your head? If you’re like a lot of people I’ve met with over the...
How to Build Your Financial House From the Foundation Up
When you draw up your financial blueprint, you’ll want the result to weather economic storms, risks that come with aging and other changes in your life. If you’re a fan...
A Medicare Surcharge That Might Surprise You If You’re Not Careful
Who out there has heard of IRMAA? Likely, not many. When I hold seminars and ask who’s heard of IRMAA, few people raise their hands. For those who haven’t and...
What to Look for in a Financial Advisor
Hiring a financial advisor should be taken seriously; after all, they will be privy to some of your most personal information. The financial world is incredibly complex, and advisors come...
Are Financial Advisors Fiduciaries?
Financial decisions are some of the most important ones we make in our lifetime. Purchasing a home, investing in the stock market, and planning for retirement are just some of...
Retirement Checklist
The countdown is on, retirement is fast approaching, and finally, you will get to enjoy the time you have worked so hard for all these years. Even if you were...
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