Timing Your Retirement Withdrawals
When is the ideal time to tap into your retirement savings? Planning when to withdraw from your retirement accounts is a critical decision that
May 27, 2025
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Category: Money Matters
Compound Interest: Friend or Foe?
Compound interest is an incredible financial phenomenon – Albert Einstein even called it the “Eighth Wonder of the World.” It can accelerate building wealth or
May 16, 2025
Is an HSA Part of Your Financial Plan?
Rising medical expenses are a growing concern for individuals and families, both during their working years and in retirement. Planning ahead for these costs is
April 22, 2025
The Game of Tariffs
The threat of tariffs has grabbed the media’s attention. There have been overblown concerns about inflation, and that we may be headed for a recession.
April 3, 2025
The QLAC Strategy
The QLAC Strategy: Balancing Longevity Risk in Your Retirement Plan What is the purpose of a Qualifying Longevity Annuity Contract (QLAC)? The key word is
February 25, 2025
2025 Economic Outlook
As we begin the new year, inflation is still close to 3% instead of the 2% the Federal Reserve wants. The 10-year Treasury yield is
January 28, 2025
Avoiding the Net Investment Tax with Asset Location
Not all investments are created equal. Some investments are more tax efficient than others. As you are allocating your portfolio, consider the type of account
January 15, 2025
Which Roth is Right for You?
In retirement planning, the Roth 401(K) and the Roth IRA are strategic tools. They allow for tax free growth and distribution. They are the pocket
August 1, 2024
It’s July – IRS Scams Continue
I received an email today that was reportedly from the IRS asking me to complete a form for them to verify my identify. IRS does
July 16, 2024
Can Children have a Roth IRA?
Kids will be out of school for the summer, working summer jobs. Younger kids can mow lawns and babysit. What will they do with their
May 14, 2024