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
Tag: cpa
What is Your Guiding Word for 2024?
Take a moment of reflection. What did last year look like? What would you like to see be different — How would you like to grow?
Visualize what you want the coming year to look like. You may even want to create a dream board. What is the pattern of words that are emerging?
January 9, 2024
How to Thrive in an Empty Nest
How to Thrive in an Empty Nest How to Thrive in an Empty Nest Parents are returning home from dropping their child off at
January 6, 2021
Time to Fear the Coronavirus?
Time to Fear the Coronavirus? written by Brian S. Wesbury – Chief Economist with First Trust Robert Stein, CFA – Deputy Chief Economist Monday, fear over
February 26, 2020
New Decade – New Cyber Threats Protect You Financial Accounts
An 8-year scam was brought down recently in New York state due to alert investors. The thief tricked day traders and financial advisers into liquidating securities, wiring cash from brokerages, and establishing new fraudulent accounts under the victim’s names.
January 29, 2020
Did Tax Reform Change Your Giving?
Did Tax Reform Change Your Giving? Tax Reform in 2017 raised the standard deduction to $12,000 and $24,000 for singles and married filing joint.
December 19, 2019
Don’t Let ‘Cyber Scrooge’ Ruin Your Holidays
Don’t Let ‘Cyber Scrooge’ Ruin Your Holidays Cyber Scams are on the increase during the holiday season. Adapt your on-line behavior to avoid getting
December 5, 2019
Can Capital Gains Push You into a Higher Tax Bracket?
Can Capital Gains Push You into a Higher Tax Bracket? Making Money on your money sounds great until you have to pay taxes. The
November 19, 2019
How Would You Describe your Relationship with Money
How Would You Describe your Relationship with Money Many people have a complicated relationship with money. Hang-ups carried over from childhood experiences get mixed together
October 29, 2019
Should I Work in Retirement?
Should I Work in Retirement? You are 65. Eligible for Medicare. You have sufficient assets to retire comfortably. You might even have a pension. Should
October 15, 2019