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Financial Planning Retirement

Understanding Extended Care

The important question: are you prepared? Addressing the potential threat of extended care expenses may be one of the biggest financial challenges for individuals who are developing a retirement strategy. The Administration for Community Living estimates that by 2060,…

Financial Planning Retirement

The Many Forms of Fixed Income

Looking for yield? Treasuries aren’t your only choice.   You want to draw some income while preserving some of your capital. So, you decide to take a look at fixed-income investments. A little research shows you that 10-year Treasury…

Financial Planning Retirement

Tax Efficiency in Retirement

What role should taxes play in your investment decisions? Will you pay higher taxes in retirement? Do you have a 401(k) or a traditional IRA? If so, you will receive income from both after age 72. However, if you…

Financial Planning Retirement

The New Inherited IRA Rules

Do you know what has changed for I.R.A. beneficiaries? New inherited I.R.A. rules took effect on January 1, 2020. The Setting Every Community Up for Retirement Enhancement (SECURE) Act became law on that day, altering the regulations on inherited…

Financial Planning Retirement

Changes to Paycheck Protection Program

Information for small business owners to consider. On Monday, Feb. 22, the White House announced several changes to the Paycheck Protection Program (PPP) that went into effect on Wednesday, Feb. 24. These changes are intended to further target “the…

Financial Planning Retirement

Retirement Seen Through Your Eyes

After you leave work, what will your life look like? How do you picture your future? If you are like many contemplating retirement, your view is likely pragmatic compared to that of your parents. That doesn’t mean you must…