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Not Having a Plan B!

As we approach the 10th anniversary of the Financial Meltdown of 2008, we cannot help but realize that we might be in a similar juncture in the story of the US economy. It literally feels like déjà vu, as if it is picking…

May 17, 2019 | Read More >

Social Security: Answering the Big Question

SOCIAL SECURITY: ANSWERING THE BIG QUESTION The number one question soon to be retirees ask is: When do I start collecting benefits? The first step is determining your Full Retirement Age (FRA) when you qualify for 100% of your Social…

May 17, 2019 | Read More >

Taking Control of Your Future IRA Tax Liability

Taking Control of Your Future IRA Tax Liability Posted on January 11, 2019 Are you familiar with Roth conversions? Could a Roth conversion be a powerful planning tool, if properly used, in your overall financial or retirement plan? If you…

January 11, 2019 | Read More >