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...

HELP!!! No, really, I need help-April 2019

Do you ever look into the future and wonder who is really in your corner? Is it your spouse, your kids, your friends? Let’s get past TRUST. Let’s just say you have a team. These are the folks you would bet your life they have your back. Hmmm. How many...

Ah Spring! April 2019

Happy April Fools’ Day! Most of us have a warm fuzzy (or funny) memory of a prank played on us during this special day each year, so I hope you have a good giggle of some memory of a family member or good friend and …...what was the joke? But April is not...

Can I go? 2019

George, a longtime client, had called us in a bit of a panic about what to do. We asked him to be a bit more specific, so we could determine how best to help. “I had a heart attack and the pulmonary doctor has indicated that I might need triple bypass...

Difference between Financial Planning and Retirement Income 2019

Warming up yet? This month I want to talk about the difference between Financial Planning and Retirement Income Planning. From 2002 to 2010, my job was to be the expert in Estate, Business, and Retirement Planning for a Fortune 100 company, as a consultant...

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