Recent Posts

Question: We’re renters in an expensive market who will be retiring and relocating soon. (We haven’t decided where.) We’re on track to realize 100% …
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How the Threat of Insolvency Could Impact Your Retirement Plan If you haven’t retired, and you’re counting on a specific amount of Social Security …
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If you’re approaching age 62 and wonder about the “right” time to start collecting Social Security, you’re probably not alone. And in my experience, …
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Question: My spouse handles the finances, what should we do to ensure I can handle them too? -Robin Answer: Robin, I often encounter couples where …
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One of the greatest questions older Americans face as they think about retirement is, “What will it cost?” There is no simple answer, but one thing …
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The new 2018 tax law brings about some of the most sweeping changes we’ve seen in decades. For those of us facing retirement or already enjoying …
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Question: What non-stock options are available for a 72-year-old man? I’m retired and sitting on a pretty good amount of funds. I’m looking for …
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Can you remember a time when retirement didn’t exist? It wasn’t that long ago. And we might be heading that way again, because today’s “retirees” …
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Question: I’m about a year from retirement, have $700,000 saved, and am wondering what are some of the things I should do before I officially “hang …
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With a final version of sweeping tax reform hitting the Senate floor next week, we may likely see the Tax Cuts, and Jobs Act signed before the end of …
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