What’s on our mind? You can read about it in our blog. Whether it’s ideas from the industry or emerging trends, you can read about it here. We hope to update it monthly, and once in a while, we may throw in some seasonally-related advice. So keep checking in. We’re glad to have you reading along.
YOUR 4% WITHDRAWAL STRATEGY MAY NOT BE ENOUGH Get the Tax Guidance You Need to Help Live the Retirement You Desire There’s a lot of concern among industry experts about whether the popular 4% withdrawal rule can provide enough income...
Read MoreYOUR 4% WITHDRAWAL STRATEGY MAY NOT BE ENOUGH Get the Tax Guidance You Need to Help Live the Retirement You Desire There’s a lot of concern among industry experts about whether the popular 4% withdrawal rule can provide enough income...
Read More5 THINGS THAT SEASONED TRAVELERS ARE DOING (THAT YOU'RE NOT) Traveling. Some of us travel a lot, and some of us travel a little. For some of us, traveling is a job. Nearly 63 million people are employed, worldwide, in air travel and...
Read MoreSocial Security’s annual cost-of-living adjustment (COLA) is an increase in the benefit amount people receive each month. By law, the monthly Social Security and SSI federal benefit rate increases when there is a rise in the cost...
Read MoreThe U.S. economy, as measured by Gross Domestic Product (GDP) was about $18 Trillion in 20151. We exported about $120 Billion of goods and services to China in 20152. This was less than 1% of our GDP. So it is very unlikely that we...
Read MoreLet’s look at a sister and brother, Samantha and Sam. Suppose Samantha opened a Roth IRA at age 25 and for ten years she contributed $500 per month, or $6,000 per year. She earned seven percent annually. After ten years, she...
Read MoreAllowances can be a tricky subject. You and your spouse love each other, but views on money vary and often cause friction. It’s important to discuss money – spending and saving – and make sure you are on the same page...
Read MoreEveryone talks about networking like its best way to find the right job. There must be a key to this approach beyond just going to networking meetings and signing up with one of the online social networks. Here is some advice I have...
Read MoreAs your parents age and become “elderly adults” you may find that your advice is unwelcome. Even the most reasonable and sensible advice is met with resistance. As their children we are encountering stubborn and...
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