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Retirement

5 Bold Questions to Ask Yourself to Shape Y...

Jun 08, 2017Comments off

Shutterstock photo When talking with clients, I want to help them realize that the old ways of thinking about retirement may no longer be relevant.

Medicare Surcharge Thresholds to Drop

Jun 07, 2017Comments off

Shutterstock photo High-income retirees socked with premium surcharges for Medicare Part B and Part D may have to pony up even more in 2018. The

Review Your Non-Grantor Trust to Save on St...

Jun 06, 2017Comments off

Shutterstock photo Smart state income tax planning for trusts, in particular, can offer some surprising benefits. That’s why it’s important to regularly review your documents

12 Realistic Ways To Make Your First $1 Mil...

Jun 06, 2017Comments off

Shutterstock photo At first glance, building a net worth of $1 million might seem unattainable, but it’s more realistic than you think. In fact, you

SEC Steps Toward Possible Fiduciary Rule Fo...

Jun 05, 2017Comments off

Shutterstock photo In a move welcomed by at least one key opponent of the Department of Labor’s fiduciary duty rule – parts of which are

Age to Start Drawing Social Security

Jun 05, 2017Comments off

Shutterstock photo You’ve worked hard over the years to be able to tap into your Social Security benefits when you retire — or maybe even

Self-Employed? Go Ahead, Make That IRA Cont...

Jun 03, 2017Comments off

Shutterstock photo Roth IRA [ANSWER]Yes. Your IRA contributions don’t affect your SEP or solo 401(k) limits. The IRA can be a Roth if your modified

Good Financial Plans Need Slush Funds

Jun 02, 2017Comments off

Shutterstock photo By Jon Meyer, CFP® Slush funds may historically have a negative connotation due to corrupt politicians, but I prefer to think of my

Do You Have a Retirement Timeline?

Jun 01, 2017Comments off

Shutterstock photo By Bridget Handke, CFP®, CAP® You’ve been saving for years and you can see retirement down the road. What is your timeline? How

Fewer Than 50 Percent of Americans Think Th...

Jun 01, 2017Comments off

Shutterstock photo Sixty-five: That’s the age often associated with retirement. However, it’s not the average retirement age in the United States. Nor is it the