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No 401(k)? That’s Okay! You Can Still Plan for Retirement
November 4, 2019

Benjamin Franklin once famously said that nothing is certain except death and taxes. We would also add retirement to that list. No matter how much you enjoy your career, almost everyone will want or need to retire someday. Therefore, we all need to plan for retirement. But for those who…

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A Special Retirement Savings Opportunity for Workers Over 50
October 14, 2019

In your twenties and thirties, retirement planning probably seemed like an abstract exercise. It can be difficult to picture your life many decades in the future, much less plan for it. But after we reach our forties or so, most of us start to feel concerned about retirement. We wonder…

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Billionaire Investor’s Comments About “Getting Into a Girl’s Pants” Spark Backlash
October 11, 2019

Story reprinted from cbsnews.com, October 10, 2019 Billionaire money manager Ken Fisher sparked a furor this week over sexist comments he made at an exclusive investor conference. According to attendees, Fisher compared signing a new client to “getting into a girl’s pants” and mentioned genitalia. Fisher, who made the comments…

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Estimate Taxes Now; Prevent Surprises Later
October 9, 2019

With the end of year holidays looming, you’re probably not thinking about your income taxes at this time. But because waiting until spring to consider tax issues can result in some unpleasant surprises, it makes sense to do a quick check-up now. The IRS website offers a helpful Tax Withholding…

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Two Questions to Answer About Your Retirement
September 9, 2019

Your expected retirement date represents and “end” of sorts. Yes, it is the end of your career. But it is also the beginning of the rest of your life, and a time to live out the dreams for which you spent many decades planning. What do you want to do…

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A Common Scam is Targeting Medicare Beneficiaries
September 4, 2019

Imagine this scenario: The phone rings, and the caller on the other end of the line informs you of a new product that can relieve pain that you’re experiencing in a knee, ankle, wrist, or another joint. Since this is a common situation in people over 65, you surely have…

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3 Risks of an Early Retirement
August 19, 2019

We often hear from clients who hope to retire early, and from others who have already made that dream a reality. As you might expect, some are thrilled with their decisions, while others regret a few things. If you’re trying to decide whether you can retire a bit earlier than…

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Schwab Takes Over USAA Investment Accounts
August 12, 2019

If you’re a veteran with a USAA account, this news will be important to you. The Charles Schwab Corporation recently purchased one million USAA investment accounts, and the merger is likely to affect customer returns. The deal, which will close in 2020, relocates $7 billion in cash from USAA retail…

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9 Common Financial Mistakes to Avoid
August 5, 2019

Financial mistakes can cause you more than a bit of buyer’s remorse. Some can cost you the lifestyle you would have otherwise enjoyed, set you back in your career, or prevent you from putting your kids through college. In some cases, a mistake can even lead to a postponed retirement….

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Your Kids Will Follow Your (Financial Planning) Example
July 15, 2019

Once your kids have reached age 18, you’re finished with parenting, right? If you’re chuckling right now, it’s because you know that is far from the truth. Those of you with teenagers will find out soon enough! The truth is, parenting is never really “over”. It just changes form throughout…

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