What Does the Required Minimum Distribution Mean?

WEEKLY EDUCATIONAL UPDATE – SEPTEMBER 26, 2018   You spent decades saving for retirement. A long time ago, you understood and took to heart […]

R-E-S-P-E-C-T the Plan

Aretha Franklin left this world with a musical legacy for the ages. The Queen of Soul started singing for her father’s “gospel carnival tours” […]

Everything You Need to Know About Life Insurance

WEEKLY EDUCATIONAL UPDATE-SEPTEMBER 19, 2018   Planning for what happens after your passing requires compassion, a realistic outlook, and a long-term vision. Although you […]

Floating Palace, Indeed!

This week’s story is a briny chowder of petty vandalism, tax avoidance, partisan posturing, and flat-out misinformation. There’s probably something in here to offend […]

Working in Retirement in an ‘Encore Career’

WEEKLY EDUCATIONAL UPDATE – SEPTEMBER 12, 2018   Experts labeled the birth of more than 76 million babies between 1946 and 1964 the “baby […]

Awww, He Has His Daddy’s. . . Tax Break?

    Mother Nature knew exactly what she was doing when she made babies cute. In fact, evolutionary biologists at Oxford University recently concluded […]

Managing Your Finances Following a Job Layoff

WEEKLY EDUCATIONAL UPDATE- SEPTEMBER 5, 2018   Layoffs are often stressful for everyone involved: company officials, the workers who retain their jobs, and especially […]

Can You Imagine the Smell?

The Infinite Monkey Theorem holds that if you sit an infinite number of monkeys down at an infinite number of typewriters, eventually one of […]

Recovering from Financial Mistakes

  History tells of investors leaping from tall buildings during the Great Depression.[1] It was Black Thursday, October 24, 1929.[2] Newspaper columnist Will Rogers wrote: “When […]

IRS Loves “New Math”

Parenting is full of all sorts of milestones. Some of them are precious, like your child’s first steps, their first words, and their first […]