Read. Watch. Listen.
Best Strategies for Reducing RMDs
Required minimum distributions (RMDs) are the mandatory withdrawals that the Internal Revenue Service (IRS) says you must take from your tax-deferred retirement accounts, such as traditional IRAs and 401(k)s once [...]
Sticking to Your Budget During the Holidays
The Christmas season is a time of joy that people look forward to every year. However, it can also be a period of financial stress as many of us feel [...]
4 Reasons to Travel to Switzerland in Retirement
Making the most of your golden years involves embarking on exciting adventures and exploring new destinations. Whether you are sharing this chapter of life with your spouse, children, grandchildren, or [...]
Fee-Only Advisors Are Upholding the Fiduciary Standard and Triumphing Over Broker-Dealers
I recently chatted with a pilot who was told by a Northwestern financial advisor that he should stop contributing to his 401k plan and his company’s newly formed Market-Based Cash [...]
Should we use the 529 for private school or save it for college?
As with many financial planning topics, it’s a classic case of “it depends.” The decision whether or not to use 529 for private school will be based on your individual [...]
What to Do With Your Year-End Bonus
You’ve worked hard all year and that long awaited year-end bonus is about to hit your paycheck. Next comes the big question, what to do with it? There are always [...]
The Magic of an HSA
Can you imagine an investment account better than a Roth IRA? Believe it or not, such a thing exists! It’s a Health Savings Account better known as an HSA. [...]
Exploring France During Your Retirement Years
It is not uncommon for many people to feel lost as they approach retirement, as it can be a confusing season filled with change. One way to not let [...]
Recent posts
