With the passing of the SECURE Act in December 2019 and the CARES Act in March 2020, there is a lot of new information–and some...
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Lifelong learning opportunities for retirees
For most people, “retirement” is NOT a time of sitting around and doing nothing. (In fact, this sedentary lifestyle can be...
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5 ways we bring clarity to retirement planning
Retirement planning is a big concept with many moving parts, from identifying retirement income sources to calculating a safe withdrawal rate...
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Quick lube financial advice
It’s been over a decade since I took my vehicle to one of those national quick lube franchises for an oil change. Here’s how I remember my...
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Flipping the switch
Last month, we received an email from a client who had just returned to the U.S. after an overseas trip. She wanted to thank us for...
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A tax-advantaged NUA-nce
You are probably well aware there are many acronyms in the financial industry and the world as a whole. While most of these aren’t worth...
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