Trump's New Tax Plan

Trump's New Tax Plan Cheat Sheet

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How Retirement Strategies Should Change As You Age

Everyone should have a strategy for meeting their goals in retirement, but retirement can last for decades; you should adjust your strategy periodically depending on where you are. We are taught that we need to grow our investments to the biggest number possible, but when is that number sufficient enough to provide for your unique retirement goals? Let’s look at how retirement goals change throughout life phases.

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In Retirement Planning, Annuities, Estate Mangement Solutions, Asset Protection Planning, Income Planning

Think you are ready for retirement? Answer these 6 questions first...



If you are thinking about retirement, or are nearing retirement, its go time. We call this the time period the “retirement red zone.” Do you have enough? Will it last? When should you retire? These are some of the many questions you’ll be facing as you make important decisions about your future.

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In Retirement Planning, Annuities, Estate Mangement Solutions, Asset Protection Planning, Income Planning

Do These 6 Things to Prepare for a Rock-Solid Retirement


You’ve made it to that magical time in your life – the home stretch to retirement. Whether you have made the decision to work another ten years, or even one year, there are ways to start preparing immediately so that you can help your retirement years be worry-free. You worked hard to get there, but the “work” doesn’t end the day you clean out your office.

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In Retirement Planning, Annuity, Annuities, Estate Mangement Solutions, Asset Protection Planning, Income Planning, risk management

The Solution in Retirement: Dependable and Sustainable Income


The fathers of the 401(k) plan as we know them today never intended it to replace the traditional pension plans most workers used to enjoy. But that’s exactly what’s happened over the last 30+ years, according to an article recently published in the Wall Street Journal.

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In Retirement Planning, Annuities, Asset Protection Planning, Income Planning, risk management

Advanced Planning for IRA's and RMD's


I got another email today from a radio listener who is turning 70 ½ and wanted to know more about the RMD withdrawal procedure. Hopefully, you read Beth’s last blog, 5 FAQs on RMDs and IRAs Answered. Many clients and listeners worry about this process! My message to you is that there is nothing to worry about, as long as you know the rules and have the withdrawals on autopilot. But sometimes, it’s about more than simply signing the RMD form and receiving a check. There are certain situations that require a more detailed plan, such as the following:

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In Retirement Planning, Annuities, Estate Mangement Solutions, Asset Protection Planning

4 Reasons to Own an Annuity




Now that the Powerball winner has come forward to claim her prize of $758 million (before taxes), you can’t turn on the television or radio without hearing the word “annuity.” The winner of the lottery had a very important choice to make, and that was whether to an after tax lump sum, or the pay taxes and receive income for life. This got me thinking about the number of people who don’t understand exactly what an annuity is and how it can be beneficial to their lives when used in the following situations:

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In Retirement Planning, Annuities

Annuity Awareness Month in Massachusetts



June is annuity awareness month. How did this come about and why? In 2015, The Commonwealth of Massachusetts proclaimed June
Annuity Awareness Month, to "educate consumers on annuity benefits, support them in considering annuities... and encourage them to seek professional advice for implementing annuities effectively in their income and legacy planning."

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In Retirement Planning, Annuity, Annuities, Annuity Awareness
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