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Why and How to Hire a Fee-Only Financial Planner

At some point, everyone needs a financial planner. Think about your financial health the way you think about your physical health. You can do a lot on your own, and you might not need a doctor very often. But many people regularly see the doctor anyway, just to check in and make...
Posted On 04 Dec 2015

Dont Make These Common IRA Distribution Mistakes

Required minimum distributions for clients with IRAs and other retirement accounts are often taken near year-end. The required beginning date for RMDs is generally April 1, following the year the client turns age 70 ½, but after that RMDs are due by year end. For inherited IRAs,...
Posted On 04 Dec 2015

Why Dont Advisors Plan More For Their Retirement?

Brokerage executives are confronting a big demographic headache. About one-third of all advisors are expected to retire or otherwise exit the business in the next 10 years, according to data from Cerulli Associates. One might assume that a firm such as Edward Jones, which hired...
Posted On 04 Dec 2015

Get Tax Breaks for Charitable Giving

Charity fund raising reaches a fever pitch in the holiday season and your mailbox will likely be stuffed with appeals for help. Before you open your wallet, you need to understand the complex IRS record keeping and other rules. Source
Posted On 04 Dec 2015

How to Prioritize Key Retirement Savings Steps

Many people have read Stephen Covey’s “ The 7 Habits of Highly Effective People .” The book was published in 1989, but its principles continue to apply to many areas of our lives — not just in the workplace. Consider how the book dissects the decision-making process. Covey uses a...
Posted On 04 Dec 2015

You Need a Plan B: Travel Tips From a Financial Planner

My time in the military molded me into someone who always anticipates alternatives in potentially stressful situations. It’s something we commonly referred to as having a “plan B.” I find this quality particularly helpful now that I’m a financial planner. I advise people whose...
Posted On 01 Dec 2015

Investing in Real Estate for Retirement With a Solo 401(k)

Most people turn to stocks, bonds and mutual funds when they want to invest for retirement. These assets can be good sources of passive income — but some retirement savers prefer to mix in alternative investments, such as real estate, as well. Solo 401(k) plans  allow certain...
Posted On 01 Dec 2015

8 Steps to Take When Youre 5 Years From Retirement

The closer you get to retirement, the more critical it is that you do all you can to secure your financial future. If you’re only five years from retirement and haven’t made significant progress toward your planning and saving goals , it might be too late to fund the retirement...
Posted On 01 Dec 2015

Significant 401k Questions

Your nest egg is fragile and a bad decision could cost you up to 30%. The two most asked questions about retirement accounts are 1) After I leave my employer, should I stay in the 401(k) or roll it Source
Posted On 01 Dec 2015

What You Need to Know About Social Security File-and-Suspend Changes

The recent Congressional budget resolution that eliminated two popular claiming strategies used to maximize Social Security benefits means that many couples might need to rethink their retirement timing or adjust their standard of living. If you are at or near retirement ag...
Posted On 01 Dec 2015