Category: Uncategorized

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 […]

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 […]

2016 IRA End of Year Check List

As we approach the end of the year it is important to make sure you have done all the right things regarding your IRA(s).  Since IRAs are tax deferred and the rules surrounding them are complex, mistakes can cost you a lot in taxes.  That is why I am sharing this check list from Ed Slott […]

December 12, 2016 News, Uncategorized

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August 1, 2016 Uncategorized