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

Will You Need A Support Group in Retirement?

There are all sorts of support groups for people going through transitions.  There are programs for those struggling with the loss of a loved one, addiction, anger, and divorce, but there aren’t any groups for people struggling with retirement.  There’s a... read more

Disability Insurance — Who Needs It?

Your most valuable asset isn’t your house, car or retirement account. It’s the ability to make a living. Disability insurance pays a portion of your income if you can’t work for an extended period because of an illness or injury. Everybody who relies on a paycheck... read more