How to Manage Withdrawals Throughout Retirement

Better Now or Better Before? After the elections held last month (November 2016), many Americans are reflecting on how they ‘feel’.

Understanding Your Employee Benefits As you work and save money for retirement, take time to understand what benefits are offered at your employer in addition to your retirement plan.

Reporting to Protect Seniors From Financial Abuse July 5th, 2016 marked the passing of The Senior Safe Act of 2016.

Do You Need Long-Term Care Insurance? As Baby Boomers age, one of the planning decisions that needs to be made is how to go about providing for their long-term care needs.

Mental Accounting: Help or Hindrance? Mental Accounting attempts to describe the process where people code, categorize, and evaluate economic outcomes for their money.

What To Do With Your Inheritance Doing your homework and seeking advice is highly recommended when an individual or family is faced with what to do with an inheritance. Understanding your options is crucial in a potential life changing event.

What Impact Does Working Have on My Social Security Benefits? There is a lot of confusion about the impact of working on those who are taking their Social Security benefits. Here are a few things to know.

Reasons to Avoid 401(k) Loans Many 401(k) plans offer the option to take a loan against a portion of your 401(k) balance.

How to Succeed in a Failing Stock Market The start of 2016 has not been a good one for investors to say the least. Through the middle of January, the swift, sharp decline was the worst start to a new year ever.

The Fiduciary Standard In the investment world, there are two different standards that Investment Advisors and Broker Dealers must follow.

The Savvy Female Saver Women face a different challenge than their male counterparts; they are living longer and spending more time in retirement, but with less savings.

Sandwiched Have you heard of the ‘sandwich generation’? The definition of Sandwich Generation is ‘a generation of people who care for their aging parents while supporting their own children’ (Wikipedia).

End Of Year $ Moves It’s that time of year again; close to the end! As we enter the last quarter of the year, remember these money moves that you still have time to make: Add to Your 401K.

Investor Identity Crisis Hearing the term ‘identity crisis’ can lead to thoughts of confusion, questioning decisions, or changes in behavior that can be good or bad.

Adult to Adult: Talking to Your Parents About Their Money Having the ‘money talk’ either happens at the ‘wrong time’, or can easily be put off because the generations feel differently about the ‘right time’.

The Empty Nest Syndrome Empty Nest Syndrome: is a feeling of grief and loneliness parents or guardians may feel when their children leave home for the first time, such as to live on their own or to attend a college or university.

Now that tax season is done for the most part and everyone who could and wanted to contributed to their IRA’s for 2014 have completed that I would like to really focus on a piece that many of us overlook.

Just a reminder, this is IRA season and below are some key numbers to pay attention to. For 2014, here is the max contribution limits : Traditional IRA - $5,500 ($6,500 if you are 50 and older) Roth IRA - $5,500 ($6,500 if you are 50 and older) SEP IRA - $52,0