Required Minimum Distribution Rules Have Changed.Since original publication of this article, RMDs have been updated.Please Follow This Link To See The Updated RulesSee the Updated Rules for RMDsNobody said the …
The Plan Or the Planning Process?
Early this year, we began focusing intently on creating complete and comprehensive Financial Blueprints for our new clients. While we’ve always done financial planning before choosing investments and financial product …
Big Changes Coming To Social Security
We all suspected something needed to change to get Social Security back on track. As a result of recent swift action in Congress, we’re now seeing a move toward a …
Negative Interest Rates?
I hope you’ve had a great week. As I consider which topics you may find most valuable to discuss, I ponder the usual list of subjects: the stock market, long-term …
Happy Friday!
As you’re reading this, we’re packing. While I’m on record as stating that moving is one of the worst pains you can inflict on yourself, I’m happy to add that …
No Raise For Social Security Recipients
If you’re receiving Social Security, don’t expect a pay raise in 2016. That’s right, there is no cost of living adjustment next year. This happened in 2010 and 2011 due …
Dreaming Of Sushi
Right away, I’ll tell you that I’m not a fan of sushi. My wife will make it clear to you that I’m not even close to being an adventurous eater. …
Speed Dating: A Lesson In Trust
The concept is this: get a bunch of single people in a room, set a timer, and have them quickly move throughout the room to see if they can find …
The Golden Decade
The Golden Girls, golden years, and now the golden decade? What gives with all of the gold talk? I’ll admit to having watched many an episode of the hit show …
4 Things To Look Forward To
There have been a number of recent high-profile studies on happiness, and how to achieve it. While there’s no single ingredient in the happiness recipe, a number of these studies …
