Case Studies
Inheriting an IRA
When someone inherits an IRA, the particular relationship between the individual that passed away and the beneficiary dictates the available choices.
403b Retirement Catch-Up Options for Public School Employees
Public school educators, including university professors and administrators, can save more pre-tax than any other public or private-sector employee.
How the New Retirement Secure Act Impacts You
Congress recently passed, and President Trump signed, the SECURE Act. Among other things, it pushes back from age 70 1/2 to age 72 the age when someone is required to start taking their minimum distribution from their IRA, 401k, or IRA.
Fee-Only or Commission What Standard of Care Is Best for You?
Many financial advisors are registered as both representatives of a broker-dealer and as investment-advisor representatives of an investment advisor.
Retirement Plans for Self-Employed
I would like to give some love to two under-appreciated retirement plans: (1) the Simplified Employee Pension (SEP), and (2) the Solo 401(k). Both are available to any person who generates income from self-employment.
Diversification and Investment Portfolio Design
Diversification remains investors’ one free lunch. This is a good time to double-check yours, especially if you were uncomfortable with March’s downturn.
If you’re concerned about your financial future, let’s talk