Author: Frank

3 Affordable Tropical Locations for Your Retirement

Summer has finally arrived. It’s time for sunshine, barbeques and maybe even vacations to the beach. If you’re still working, you may only get one or two weeks a year to escape from the office and enjoy the great weather. However, once you’re retired, you’ll have the time and flexibility to enjoy a beach and […]

3 Steps You Can Take to Minimize Risk

Financial Reset in the 2nd Half of 2019 The year is flying by. It may be hard to believe, but we’re already halfway through 2019. Did you set financial goals at the beginning of the year? If so, how are those goals looking at the halfway point? The good news is you have six more […]

Late on Retirement Planning?

Tips to Jumpstart Your Savings It’s graduation season. Do you have a graduate who finishing up on college? If so, this is a time to celebrate your child’s accomplishment and their entrance into adulthood. It also may be a time to celebrate your new freedom. You have one less dependent in the house and one […]

College Planning vs. Retirement Planning

How the Strategies Differ Another school year is nearly over. If you have kids, you know how fast time flies. One day you’re dropping them off at daycare or sending them to kindergarten. The next thing you know, they’re preparing for college. Blink and you might miss it. If your child is in middle school […]

Do You Have Enough Income to Survive a Rainy Day in Retirement?

Everyone is familiar with the popular saying “April showers bring May flowers.” The arrival of spring also means the arrival of rainy weather. While rainy days are never fun, they signal the end of winter and the coming arrival of blossoming flowers and warmer weather. In retirement you might be able to avoid rainy weather […]

How to Find Hidden Assets in Your Strategy

Remember hunting for Easter eggs as a child? There were few thrills more exciting than racing around the yard or a park to find as many eggs as possible. Your eggs may have contained candy, money or other prizes. As an adult, you may be too old to participate in a traditional Easter egg hunt. […]

Do NCAA Tournament Winners Predict Market Returns?

If you’re a college basketball fan, this is your favorite time of year. March Madness is in full swing. That means a full schedule of games every weekend, buzzer-beating finishes and unbelievable upsets. If you’re like many fans, your bracket is already a mess. It’s nearly impossible to predict the outcome of the NCAA Tournament. […]

4 Tax Tips to Consider for 2019

The deadline for filing your 2018 tax return is right around the corner. Have you filed your return yet? If so, were you satisfied with the outcome? Or were you surprised by how much you paid in taxes last year? The recent tax law dramatically changed the tax code. For many Americans, the law means […]

The Most Common Conditions That Cause a Need for Long-Term Care

According to research from the U.S. Department of Health and Human Services, long-term care is a probable outcome for many retirees. The agency estimates that today’s 65-year-olds have a 70 percent chance of needing long-term care at some point in their lives. While a third of all seniors will never need care, 20 percent will […]

How Much Income Will Your Qualified Plans Generate in Retirement?

Are you one of the millions of Americans using a qualified plan such as a 401(k) or 403(b) to save for retirement? Do you also contribute to a traditional or Roth IRA? These vehicles are powerful retirement accounts because they offer tax-deferred growth. That means you avoid paying taxes on growth while the assets are […]

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