How To Enjoy The Best Years Of Your Life

Retirement is a time for looking back at our accomplishments, and then looking ahead to the next exciting chapter of our lives. Retirement will bring new challenges, and the adventure becomes dealing with these new challenges. You need to enjoy your golden years with a sound retirement plan. It's never too late.

By |2019-07-24T23:01:57+00:00July 27th, 2019|Retirement Planning|

Understand Your Social Security Survivorship Benefits

Death, while painful for most of us to contemplate, is nonetheless a fact of life for which we all need to prepare.   The death of a spouse brings its unique kind of grief, along with a list of tasks that must be accomplished; often within a specified time frame. One of the first things [...]

By |2019-07-16T20:52:32+00:00July 16th, 2019|Social Security|

When Harry and Sally Met Their 401(k)

I just couldn’t keep my big mouth closed and gave Harry and Sally the report on their 401 (k) annual expenses being charged to manage their funds. These expenses were in addition to the $50 per year administration fees and were tied to the actual account value of the funds in the 401 (k).

By |2019-07-16T21:07:21+00:00July 16th, 2019|401(k) Rollovers|