Will you run out of money? (DP AD 1)


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Never Use A Roth IRA As An Emergency Fund

Roth Withdrawal - Short Term Gain - Long Term Loss Roth IRAs are unique retirement tools. They allow the owner of the account to withdraw their original deposits from the account at any time without penalty. Roth accounts are funded with after-tax … [Continue reading]

Real-World Retirement Planning

What I Should Have Said For Real-World Retirement Planning The NY Times posted an article recently from Paul B. Brown. He's a former advisor and author. When asked if he would change the advice he gave he said, " No, I wouldn't change any of the … [Continue reading]

Credit Scores – How Much Can They Rise?

Raising Your Credit Scores Credit scores:  It is so incredibly important for a person's financial well-being. So why is there is a surprising amount of mystery surrounding the FICO method of evaluating credit scores? According to FICO itself, after … [Continue reading]

Radical New Strategy for Advisors in Asset Planning

Family asset planning Have you ever considered providing asset planning for the whole family when consulting with your clients? Forbes October magazine has an interesting article about a pilot program from an advisor with Wells Fargo. We … [Continue reading]

Inflation and Your Retirement

Inflation, death and taxes - all a sure thing. When you're talking about your retirement, inflation is one of those unsure elements that can make or break your sound planning. Many Americans identify inflation as one of their greatest concerns. … [Continue reading]

Data Breach From – What Retirees Need To Know Today

Equifax data breach As a sign of the times, there is another data breach, this time it is Equifax, affecting millions of people. There are numerous sources for what do do as a consumer in response to this latest breach, but what about retirees? Is … [Continue reading]

Final Installment – Important Retirement Savings – Age 70 1/2

Age 70 1/2

Last but not least - age 70 1/2 We've reached the end of our series sharing important information you need to know for your retirement milestones. Here we are at age 70 1/2 - what's left to know? Required distributions? Yep! After age 70 1/2, … [Continue reading]

MORE Important Retirement Savings – Age 66

Age 66

Continuing our series: Age 66 - What you need to know now. This is the next to the last installment in our series. I hope you've learned a lot! Maybe it hasn't applied to you to this point so you're just joining us now. In either case, what do you … [Continue reading]

MORE Important Retirement Savings – Age 65

Age 60

What? Age 65 and I can still make a difference in my retirement savings? With yet another installment in our series: if you have 90 seconds to spare, I found some awesome more important information that can enhance your retirement savings if you are … [Continue reading]

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