I Inherited an IRA. What Should I Do Now?
There are specific rules that you need to follow depending on what IRA type you inherit and what type of beneficiary you are. Your distribution options will vary as well.
Should You Consider Bitcoin for your Retirement System?
This week with our time together, I dig a bit deeper into Bitcoin and some things to consider when thinking about using it to help fund your retirement.
How Big of a Hit Will Your Social Security Take? Your Age Matters
Confidence in social security benefits has waned recently, for good reason. How big of a hit will your social security take? This week I discuss challenges with social security and how to manage your risk.
A Will or a Revocable Trust: What’s the Difference and Why Would I Need One?
This week I’m talking about two legacy planning tools – the will and the trust – to explain what they do, and when to use them.
Taxes & Your Retirement Plan
This week I’d like to highlight a few of the more common taxes that can sneak up on even the best retirement plan, and some strategies to potentially mitigate them.
Taking the Emotion out of Decumulation
The decision of when to stop working can be financially and emotionally difficult for people, there is no one-size-fits-all solution. Here are a few ideas to ponder.
You May Be Closer to Retirement Than You Think
How much you have saved is not as important as how much income that money will create for you. You may be closer to supporting your retirement than you think.
The State of Retirement in America
In addition to COVID, there are other factors causing folks to re-think retirement. So, this week, I’d like to discuss a few of these to help you understand key challenges to a successful retirement.
Don’t Let These 4 Risks Derail Your Retirement Journey
Risks that crop up in your later working years or early retirement could have life-changing effects on you. This week I dig deeper on these risks, as well as possible solutions.
Teen Spending Is on the Rise Again – And That’s a Good Thing
Teenagers make up a significant portion of the spending population and should not be overlooked. And one of the factors that make teen spending possible is their available discretionary income.