Penalty Free Access to Retirement Funds with Rule 72(t)
By Dina Siracusa IAR, CDFA, MBA COVID-19 has had a tremendous effect on many Americans. The financial impact has been felt across the...
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Retirement Planning During Changing Times
According to the United Nations, across the globe, people older than 65 now outnumber children under five for the first time in history....
Medicare Update
Some hard-working, taxpaying Americans get angry when they hear Social Security called an entitlement program, perhaps because the word...
Who Will Take Care of Mom and Dad?
By Daniel Goodwin Haven’t you been sitting around with your brother(s) and sister(s) and had the infamous discussion on who ranks where...
Is It Too Late To Save For Retirement?
By Daniel Goodwin You are 45 years old and it dawns on you that your college days are looking further and further in your review view...
How Women Can Achieve Financial Empowerment – and a Better Retirement
By Dina Siracusa If you're a married woman, chances are that one day you will be a widow. Will you be ready to handle finances on your...
4 Advantages Of A Health Savings Account
By Daniel Goodwin Health Savings Accounts are growing by leaps and bounds. Over ten million people now have them as part of their...
A Realistic Approach to Long-Term Care
By Daniel Goodwin “An idealist believes the short run doesn’t count. A cynic believes the long run doesn’t matter. A realist believes...
Acquaint Grown Children with Your Financial Affairs
By Daniel Goodwin Many parents may feel it is unnecessary to inform their adult children about their personal, financial affairs....
Long Term Care - The Good, The Bad and The Ugly
By Daniel Goodwin When we council those who are in or near retirement, we always ask if they have Long Term Care insurance. Over many...
Why 2 Million Dollars May Make You Miserable
By Daniel Goodwin As I get deeper and deeper delving into the financial picture of clients in the 30’s, 40’s, and 50’s, the psychology...
How to Crush Financial Procrastination
“Never do today what you can put off till tomorrow” – The procrastinators unintended mantra Every year millions of Americans face the end...
How Much Portfolio Risk Is Right For Me?
Have you ever really tried to determine what your real risk tolerance is when it comes to investing? Most people by nature will tell you...
It Wasn’t Raining When Noah Built The Ark
The stock market has dished out lavish returns for investors since the decade old stock market meltdown of 2008. The Dow Jones Industrial...
Retirement Readiness – Knowing You’re On Track
With the many uncertainties in today’s new global economy, we have reason to harbor financial doubt and fear in some regard either for...
WHAT ARE YOUR RETIREMENT ASSUMPTIONS?
You often see the commercials on television today asking the question, “What’s Your Number”? What they are really referring to is the...
RETIREMENT PLANNING IS INCOME PLANNING
If I could boil the objective down of a one hundred page, three thousand dollar financial plan it would be this: Use the entirety of...
This material is for general information and education purposes only. Information is based on data gathered from what we believe are reliable sources. It is not guaranteed as to accuracy, does not purport to be complete and is not intended to be used as a primary basis for investment decisions. It should also not be construed as advice meeting the particular investment needs of nay investor.