One of the most difficult conversations for many families to have is between aging parents and their children about end of life issues. This generally requires parents’ opening up about their current...
Learn MoreOne of the most important factors you need to consider when putting together a retirement plan is potential long term care expenses. For those not familiar, long term care refers to expenses related to...
Learn MoreMost of the clients I serve in my financial planning practice are either in the midst of a career transition or planning ahead for one. The transition may be retirement, a second career, or a job transition...
Learn MoreI am a big fan of investing in low cost index mutual funds instead of more expensive actively managed funds. An index fund simply owns all the stocks or bonds in a particular index (S&P 500, Russell 3000,...
Learn MoreIf you expect your tax rate this year to be less than what it will be after you are 70½, consider a Roth IRA conversion. You will pay income tax on the funds you convert from a traditional IRA, but it...
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