Blog Posting By Tag: Retirement Planning

Posted: May 01, 2017
The decision to move into a Continuing Care Retirement Community (CCRC) is a major life event that warrants careful planning to ensure long term financial sustainability. Certainly, there are personal and emotional considerations to explore when... Read More...
Posted: Jan 30, 2017
There has been great controversy lately about regulatory changes impacting the financial industry.  One set of new rules in particular - the Department of Labor’s extension of the fiduciary standard to all those companies and agents providing... Read More...
Posted: Aug 23, 2016
School will be starting up again soon. Perhaps some of you are sending your kindergartner off to school for the very first time with a shiny new backpack and lunch box in hand.  Or perhaps some of you are sending your youngest child off for... Read More...
Posted: Jul 25, 2016
“A goal without a plan is just a wish.” ~ Antoine de Saint-Exupery Change is coming for all of us- no one is immune to it. Life itself is one big transition felt through various life experiences that range in their significance and pleasantness... Read More...
Posted: May 09, 2016
The State of California holds more than $8 billion in unclaimed funds on its books. States all over the country are running massive surpluses of orphaned accounts. These funds are the result of bank and investment accounts being left behind or... Read More...
Posted: Apr 20, 2016
“He who will not economize will have to agonize.” - Confucius (551 BC - 479 BC) For thousands of years people have been told to adhere to a budget, and today the thought seems as daunting as ever. This can be especially true for those who live in a... Read More...
Posted: Mar 17, 2016
Utilizing Home Equity to Meet Long-Term Needs and Objectives   The term downsizing typically connotes difficult decisions, often conjuring up images of harsh corporate layoffs. But downsizing also commonly describes the sensible and often... Read More...
Posted: Mar 01, 2016
High income earners take notice: you might be missing out on a lucrative savings opportunity within your Traditional 401(k). Most savvy savers assume that once they reach the statutory maximums on tax deferred contributions they have contributed... Read More...
Posted: Jan 25, 2016
Many families hold philanthropy as an important family value and strive to find ways to give efficiently, perhaps accomplishing additional objectives in the process.  Investors, having lived with low interest rates for many years, are... Read More...
Posted: Jan 21, 2016
Protecting Americans from Tax Hikes Act of 2015 Signed into Law   Very rarely big changes sweep the landscape of financial planning but when they do taxpayers are sometimes awarded significant benefit from the change. On December 18,... Read More...

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