Latest Posts

Roth IRA Conversion in the Era of COVID-19
Is it right for you?

Pullbacks, Corrections, and Bear Markets
What’s the difference? What do these terms mean for you?

I hope you and your family are well.

The below article highlights some provisions of the relief package just passed.  If you haven’t taken your Required Minimum Distribution yet, you have more flexibility in choosing whether to take it in 2020.

Should You Care What the Financial Markets Do Each Day?

College Funding Options
You can plan to meet the costs through a variety of methods.

The Solo 401(k)

A retirement savings vehicle designed for the smallest businesses.

Universal Life Insurance
Coverage with a flexible premium.

A Bucket Plan to Go with Your Bucket List
A way to help you prepare.

The Retirement Wellness article references Fidelity Investments retiree health care cost projection.  “In 2019, Fidelity projected that the average 65-year-old couple would spend around $285,000 on health care during retirement, including about $11,000 in the first year.  Both projections took Medicare benefits into account.”  So be mindful as you plan your retirement income. 

Storms, tornadoes, floods, fires, hurricanes are all good reasons to inventory your possessions.  Seeing the devastation from the hurricane in the Bahamas motivates me to prepare a box of treasured personal items and pictures to grab quickly if evacuation is required.  I will add to my TO DO list along with inventorying possessions.