Trump's New Tax Plan

Trump's New Tax Plan Cheat Sheet

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5 Must-Read Books on Retirement Planning



Whether you are just starting to think about retirement, or you are in retirement already, you have only two jobs:

The first is to make sure you don’t lose what you have. Chances are, if you’re in your 50s or 60s, you now have the most money you’ve ever had in your life. So, you don’t want to lose it and go backwards, or even worse, have to start over.

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

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

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

 5 Steps to Creating a Budget for Retirement 



It’s mid-January. By now, you’ve either tackled your resolutions with zest, or you’ve happily abandoned them. Many of us associate the New Year with turning over a new leaf. This is the year you’re going to lose those last 10 stubborn pounds. You will eat better, train for a marathon, organize your house 
and save money! 

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In Retirement Planning

The Importance of Financial Organization In Retirement Planning

It always starts the same way.  A New Year approaches and you have the best intentions for keeping your financial life organized. You file your receipts and statements (personally, I like old school filing cabinets and file folders rather than using a scanner), and for the first few months, you are dedicated to the task. It feels good to get all the paper off your kitchen counter or desk and into a place where it is easily located.  But then life takes over, and before you know it, your financial life is scattered all over the place like a tiny tornado swept through the house.

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In Retirement Planning, Estate Mangement Solutions, Asset Protection Planning

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

5 Frequently Asked Questions About RMDs & IRAs, Answered

You’ve set aside money all of these years, hoping to have a fluffy nest for retirement.  You’ve taken advantage of the IRS’ generosity allowing you to set aside funds each year and not include those funds in your taxable income.  You may even have been fortunate enough to earn an employer match on those funds and enjoyed watching your statements as the pot grew.  There may have been a time or two that you “lost” a little money but all in all you probably felt like a bandit with all this money stashed away without a tax bill at the end of the year.

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In Retirement Planning

The 3 Major Reasons Retirement Plans Fail (And How to Avoid Them)


As you are approaching the finish line of your working career, it is important now more than ever to take some time and make sure your retirement plan doesn’t have any holes.  Most people don’t want to take a few hours to make sure they are prepared for the next 20-30 years of their lives.  Here are some reasons retirement plans fail:

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In Retirement Planning
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