In our financial planning practice, we spend a fair amount of time with people in a job transition. In the past we have spoken with several people who pay for their health insurance through COBRA and don’t...
Learn MoreThere are two basic options for those on Medicare: Original Medicare and Medicare Advantage. In this blog I’ll walk through the pros and cons of each. I’ll first discuss the components of Original Medicare...
Learn MoreThere are some unique tax planning considerations for people in the phase between retirement from full-time work and age 70. In this blogpost I discuss some of those strategies. In working with my financial...
Learn MoreIn this blog I explain why I typically recommend Treasury Bonds and not Corporate Bonds when developing an asset allocation recommendation for my clients. For those who are not familiar with bonds and how...
Learn MoreOver the last twenty-five years there has been a major shift by employers away from defined benefit pension plans and towards 401(k)s. This shift has major implications for preparing for retirement. In this...
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