Should You Accept an Early Retirement Offer?

Many companies offer employees early retirement packages to encourage them to leave. This is generally done to encourage voluntary departures when the organization is looking to reduce headcount. Common Early Retirement Packages Features  Severance... read more

Baby Boomers upend the workforce one last time

As older workers look to retire, companies reckon with how to replace outgoing skillsets. The youngest baby boomers are around 55 years old. The oldest are in their 70s. Most Americans don’t remember a workforce without the largest generation. And yet, as boomers... read more

Putting a Price Tag on Your Health

We constantly hear how important it is to maintain a healthy lifestyle. That is not always easy, especially in the face of temptation or the easy option of procrastination. For some, the monetary benefits of maintaining a healthy lifestyle may provide an incentive.... read more

Are you ready for a marathon retirement?

Whether we retire at age 60, 70, or 80, we need to be prepared for a long retirement. The world’s centenarian population is expected to grow eight fold by 2050 according to a Pew Research Center report of United Nations estimates, with Americans leading the pack in... read more


Have you been to a Free Dinner Retirement Event lately? My firm offers these Free Dinner Events regularly.   It is my way of meeting nice people who are interested in what we do as a firm and learning how I might can help them. The invitations target those... read more


President Trump has recently proposed much needed changes involving Required Minimum Distributions (RMDs) from IRAs. The proposal, if passed, will extend the age in which a retiree must begin to take withdrawals. At present, RMDs must begin on April 1st following the... read more