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Jan 6, 2020
The SECURE Act
The Setting Every Community Up for Retirement Enhancement (SECURE) Act is now law. With it, comes some of the biggest changes to retirement
Jan 2, 2020
The Major Retirement Planning Mistakes
Much is out there about the classic financial mistakes that plague start-ups, family businesses, corporations, and charities. Aside from the
Dec 30, 2019
Debunking Common Retirement Assumptions
Financial generalizations are as old as time. Some have been around for decades, while others have only recently joined their ranks. Let's e
Dec 23, 2019
The FIRE Movement
Do you think you might be FIRE material? Do you have dreams or life goals that you want to realize within 10 or 20 years, including retiring
Dec 18, 2019
Annual Financial To-Do List
What financial, business, or life priorities do you need to address for the coming year? Now is a good time to think about the investing, sa
Dec 18, 2019
The Financial Realities of Longevity
According to the Social Security Administration, single women aged 65 and up (including both the unmarried and the widowed) rely on Social S
Dec 17, 2019
Inventorying Your Possessions
Four Tips for Creating an Inventory. Creating an inventory may take a bit of upfront work, but it can pay future benefits in smoothing the c
Dec 16, 2019
Roth IRA Conversions
Why go Roth? There is a belief behind every Roth IRA conversion that future income tax rates will be higher. If you are one of the believers
Dec 12, 2019
Overlooked Tax Deductions for Small-Business Owners
Being a small-business owner isn't easy. After all, balancing payroll, managing employees, drawing up marketing plans, and handling the book