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…
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…
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…