Medicare open season is approaching and that means you are soon going to be able to enroll or change your coverage. Especially for those turning 65 this year, you need…
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QLAC--Part of My Plan?
Recently, the IRS made a change to the rule book, and decided to allow QLACs to be a part of your IRAs. So what is a QLAC and what does…
Do You Understand RMD's?
What Are RMD’s? Required minimum distributions are money the government makes you take out of your IRA after you turn age 70 ½. (more…)
Estate Planning-Who Do You Want to Have Control?
When Pablo Picasso died in 1973, he left behind a massive fortune, five houses, numerous pieces of artwork–and no will. After a six year struggle, his family finally agreed to…
Retirement On YOUR Terms
Retirement comes with adjustments. Adjustments to how you spend your time, how you prioritize, and how you view your money. Money in retirement is fixed to the amount you worked…
China, Fed, and Interest Rates--What Makes the Market Move?
What makes the market move? Fear and greed. We’ve seen an interesting two weeks on Wall Street, with markets tumbling early in the week, only to recover by midweek. But…