Do You Have a Retirement Blind Spot?
Much like driving, blind spots on the road to retirement can be dangerous. Look over your shoulder to make sure the coast is clear with these tips.
Understanding Social Security, How It’s Taxed, and How It Impacts Income
Social Security benefits can create an unexpected tax liability. Understand how such taxes are calculated and make that part of your retirement strategy.
Making Sense of the New Tax Law
There's a lot to unpack in the tax reform package signed into law just before Christmas by President Trump. Find out how it will affect your family's finances.
Riding The Social Security Merry-Go-Round
By the time you read this article, I will be recovering from shoulder surgery. I’d like to tell you that I hurt myself doing something exciting or interesting like doing…
Watching The Tax Proposal Duel Unfold
When Susan Roman and I sit down with folks to help them design their retirement system, we usually discuss whether it makes sense to use investment vehicles that result in…
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…
Find Your Own Taxable ‘Sweet Spot’
In anticipation of my 50th birthday, I have challenged my three kids to race against me in the Falmouth Road Race next August. I have bet them each that I…
Required Minimum Distributions, Do I Need To Worry?
Last week was a long week. In Jeff’s endless pursuit of physical fitness (not really), he hurt himself. All of us in the office tell him he will be fine,…
Are You Planning On Social Security?
The future of Social Security is a concern for many, young and old. In the retirement planning course that Susan Roman and I teach, we always get questions about Social…
The “Blood, Sweat & Tears” Era For Investors
I’ve often heard the stock market being compared to a roller coaster. It goes up; it goes down. It twists and it turns. It even can make you sick to…