Roll Over Your 401(k) to an IRA and Take Control
Tim and Joyce came to see me a few weeks back. They live in Pembroke, are both in their early 40’s, and have three boys ages, 14, 11, and 8.…
Pension Planning: Lump Sum or Annuity?
Do you take your pension as a lump sum payout or as a monthly annuity? How much control do you want over your money, and is there another option?
Take Control of your Old 401(k) Savings
If you change careers or employers, don't ignore your old 401K accounts. You can take control of your 401K and convert it to a new employer plan or an IRA.
Prepping for the Holidays? Include Your IRAs, Too
Before the weather turns wintery and our holiday family time gets busy, now's a good time to make sure your IRA housekeeping is all set.
Women Face Unique Challenges in Retirement
Women face unique challenges in retirement, but careful planning and an effective investment strategy can make a difference.
Preparing for Retirement
The new year brings some changes to how much you can set aside for retirement. Make sure you're taking advantage of every break you can to make your golden years easier.
Don’t Forget Your RMD Before The End Of The Year
Required Minimum Distributions (RMDs) affect holders of tax-deferred retirement accounts starting at age 70 1/2. Understand what RMDs are and how they can work to your tax advantage.
Plan Early For Next Year’s Tax Changes
Big tax changes might be coming in 2017. Here are some tips for things educated investors can do to prepare for what's to come.
Measure Twice, Cut Once
There’s an old adage in the construction world: measure twice, cut once. Otherwise, pipe connections leak, electrical connections fail and houses fall. Now, I don’t consider myself a handy man…
The Journey Of Your Tax Refund
Once again, we find ourselves approaching tax time. That time when we are either excited to get back some of our hard-earned money, or disappointed to see that we owe…