Blog Posting By Tag: Retirement Planning

Posted: Dec 05, 2017
As year-end approaches, it is time to review strategic planning opportunities with your trusted advisors. As we await the outcome of the tax reform bill, it is a good time to start the dialogue and prepare to act. With that in mind, here is a list... Read More...
Posted: Nov 06, 2017
The Individual Retirement Account (IRA) first came into existence over four decades ago, followed in 1997 by its lesser known sibling, the Roth IRA. Fast forward to present day, as the original owners of these accounts continue to age and eventually... Read More...
Posted: Oct 13, 2017
It is not unusual here in Silicon Valley for employers to offer their employees the opportunity to acquire company stock as an investment alternative in their 401(k) plans. Employees may acquire equity shares using pre-tax dollars, or even better,... Read More...
Posted: Sep 01, 2017
Nonqualified Deferred Compensation (NQDC) Plans are a benefit often offered by corporations to high ranking executives, usually Directors and above. They are distinctly different from qualified retirement plans such as pensions or 401(k)s, and since... Read More...
Posted: May 02, 2017
With Republicans controlling both the White House and Congress, there is an increased likelihood of tax reform legislation hitting the debate floor.  Proposals by President Trump and the House Ways and Means Committee appear to support the... Read More...
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...

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