I am using this blog to announce some exciting news. Jim Moore will be joining my firm. Below he’ll introduce himself and talk a bit about why he chose this path. Jim and I were co-workers back in my public...
Learn MoreDisability coverage is designed to replace income lost during your working years in the event you become disabled and cannot perform the duties of your job. Most policies will pay benefits until age 65....
Learn MoreAnnuities are an underutilized tool in retirement planning—according recent academic research. The value of an annuity is that you receive a steady stream of income for the rest of your life, and in certain...
Learn MoreEven tax returns that are professionally prepared often have errors and omissions that may cause you to miss out on some valuable deductions. Having just made it through the 2016 tax season I want to share...
Learn MoreOne of the most vexing issues facing retirees is deciding on an asset allocation and withdrawal rate that minimizes the risk of eventually running out of money. Conventional wisdom suggests that over time you...
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