Downturns in the stock market can be met with some level of concern. An experienced investor knows the last thing to do would be to sell everything and exit the
IRAs are easy to setup and normally provide you a with a lot of freedom in terms of investment choices. However, there are limitations on what can and cannot be
A common tax savings strategy for investors is to intentionally sell securities with losses to offset gains that have been realized or will be realized in the
Under normal circumstances, withdrawing funds from IRA or qualified retirement plans (e.g., 401(k), 403(b), 457, etc.) before the age of 59 ½ will result in a
An increasing concern in this age of technology is the threat of identity theft. Scammers have a variety of methods to deceive you into giving up your
Job satisfaction/dissatisfaction, age differences, personal preferences, etc. are valid reasons why you would choose to retire earlier than your spouse. Doing
If you have worked for an employer where Social Security is not withheld, such as a government agency or an employer in another country, any retirement or
Most investors consider their portfolio’s fixed income allocation as the safety net that can dampen equity volatility. In this current interest rate environment
Many individuals have heard of Trusts, but some may not fully understand the role they can play in one’s estate plan. There are various types of Trusts, each of
With 2022 right around the corner, several increased income/tax limits have been released that may affect you. Below are the highlights:
Qualified Retirement
The past decade in investment performance across equities have rewarded investors greatly. While there have been a few bumps in the past (namely the pandemic)
With the Fall season underway, current Medicare beneficiaries are reminded that Open Enrollment is now available. From October 15th – December 7th, current