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Medical Bill! HELP! April 2019

Bart and Grace are long-time clients and were enjoying their retirement. Hiking, biking, and some travel. It was what they had envisioned their lives would be after retiring. On a bright and early Monday morning we received a call from Bart, who was in a...

Is my 401(k) still appropriate to hang on to April 2019

Is my 401(k) still appropriate to hang on to, now that I’m retiring? Do I have to keep my retirement money in my 401(k) if I’m still working at my company? How about my 403(b) or 457 plans? How about cash balance pensions? These are just a few of the...

Remote … April 2019

Remote? Now, what does that word conjure up in your mind when you think about it? What immediately pops into your consciousness? TV Remote? Garage Door Opener? Working at a task so many times that you can do it …by remote? Whatever you think of, or...