A very common decision for current retirees to make, and one that we’ve seen a lot of recently, is that of which pension option to choose when preparing for retirement …
REAL Risk 101
Written by Stephen L. Hanley, Investment Strategist Evergreen Wealth Management ‘Real Risk’ to us takes two basic forms: The RISK of permanent loss of capital The RISK of inadequate return relative to …
Sobering Statistics For Women, Maybe More So For Men
When I read this, it almost knocked me over. 80% of men die married, 80% of women die single 80% of centenarians are women As the subject of this article …
If Taxes Rise In the Future, Are You Prepared?
Much has been written and said about taxes. Nobody likes paying them, but pay them we must. Few people would volunteer to have a detailed discussion about taxes, but here …
Sum It Up In Just A Few Words
Sometimes we overcomplicate things. And by ‘we’ I mean ME. Here’s an example. When we redesigned our website a couple of years ago, I thought it turned out really well. …
Why It’s So Hard To Get Organized Financially
One of our cats once brought a live chipmunk into our house and just dropped it. (Well, they’ve also brought in live rabbits, mice, voles, birds, and more, but let’s …
Back To The Basics: Seven Factors in Determining Retirement Age
Retirement means something a bit different to everyone. To some, it’s a financial finish line. To others, retirement represents a transition from paid work to volunteer work. Whatever it means …
Spring 2019: Briefcase Study: The Tax Torpedo
In a recent meeting with a family we serve, the conversation – as it often does – turned to Social Security. The question was, once again, whether it was best …
70/100 Vision
I don’t know what a perfect life looks like or a perfect retirement plan either. What I can say is that it would be really fun to plan a life …
It’s Beginning To Look a Lot Like…Taxes
As the Christmas season hits full stride, that last thing you probably want to think about is taxes. In fact, I’m sorry to even mention the word at this time …