These are just a couple of the problems with approaching retirement planning with the idea that you can go pay for a financial plan and you’re good to go.
Read MoreAfter a miserable Jan and Feb in the financial markets, it seems like the clouds are starting to clear and good news is starting to filter into the markets.
Read MoreConventional wisdom, and most financial advisors, suggest that saving and investing the right way often lead to a successful retirement.
Read MoreThese are words that everyone hopes that they will never have to say, but the reality is that at some time during our retirement, we probably will or should.
Read MoreIn November of 2015, Congress surprised many of us with effective collaboration between the Democrats and Republicans to pass the Bipartisan Budget Act of 2015.
Read More"What are rental real estate passive activity losses and how do they affect me?" This requires a short jaunt into the cloudy world of "Passive activity losses."
Read MoreWhen our child was diagnosed with a developmental disability, the last thing on our minds was estate planning.
Read MoreThe Bipartisan Budget Bill 2015, signed into law by President Obama on Nov 2, has made some of the most sweeping reforms to Social Security in several years.
Read MoreAs someone who works with a team of people who helps quite a few surviving spouses deal with the financial aftermath of losing their significant other, here are our thoughts.
Read MoreFor many of us, we really don’t have any idea how our tax situation is going to turn out until we actually finish and file our tax returns.
Read MoreOnce a person reaches Full Retirement Age (FRA), which in his case was age 66, then they can turn off (technically “suspend”) their social security benefits.
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Every day, I hear the same commercial on the radio. It starts off with Is your retirement account likely to drop 60% during the next market crash?
Read MoreManaging Partner and Chief Investment Officer Jon Castle was recently interviewed by NewRetirement as part of their Expert Interview Program.
Read MoreOne of the benefits of a 20+ year career in this industry is that certain things become predictable over time.
Read MoreThe lack of full understanding may cause seniors to be too frugal with health care, and deny themselves reasonable care due to fear of costs.
Read MoreAre you retired but haven’t started drawing your pensions and Social Security benefits yet? If this sounds like you, then you may have very little taxable income.
Read MoreDid you know that in a recent Retirement Confidence survey by the Employee Benefit Research Institute, 47% of Americans report they retired earlier than expected?
Read MoreWill I be penalized for collecting Social Security early, or can I receive half of my husgand's amount for taking care of our special needs child?
Read MoreI have a pension from a former employer. I was told I have to be 55 to get it. Unfortunately, the company has frozen all pensions as a choice to save money.
Read MoreThe IRS treats your rental home like a business, and you should too. The rent you receive is income.
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