What to Do If Forced Into Retirement Early
Yet, all too often, there is a second group of retirees for whom retirement is filled with uncertainty. Let’s say that at age 58, suddenly you are forced to retire. This could be a full five to seven years before you planned. What do you do now?
What Tax Documents Do Investors Need to File?
I start getting anxious this time of year when I am forced to collect all the necessary information for my tax advisor. In preparation for the upcoming tax deadline, Monday, April 18, 2022, I wanted to summarize what to expect in the way of relevant tax information related to your investments.
What Really is the Annual Enrollment Period?
Hopefully, you have read my first two blogs that talked about Medicare Supplement and Drug plans and the difference with Medicare Advantage plan designs. The last of this series will talk about the Annual Enrollment Period and what can really happen here.
What Jumping Out of an Airplane Taught Me About Investing
As with many things in life, there are usually lessons to be learned from our experiences that can be carried over into other aspects of life. Here are a few things jumping out of an airplane taught me about investing.
What Do You Want?
Tragically, we humans are, to put it bluntly, awful at wanting the things that will create the most meaning and satisfaction in our lives.
What Can You Do Before the 2021 Tax Deadline?
What Can You Do Before the 2021 Tax Deadline?
As you wait for those semi-warm days of spring, there are a few things you can do between now and April 15th connected to your 2020 tax return.
Webinar: ThanksGIVING
What Can You Do Before the 2021 Tax Deadline?
What Can You Do Before the 2021 Tax Deadline?
As you wait for those semi-warm days of spring, there are a few things you can do between now and April 15th connected to your 2020 tax return.
Webinar: ThanksGIVING
Webinar: Navigating The Proposed Tax Changes
Webinar: Creating Your Paycheck in Retirement
Joe Bantz and Jason Brown discuss strategies for tapping into your portfolio during retirement.
Webinar Replay: Secure Act Q&A
Water Cooler Advice May Be All Watered Down
While executive benefits such as stock options, other equity compensation, and deferred compensation can be powerful accumulation tools, knowing how they fit into your overall financial picture can be challenging.
Vaccine for Physician Pocketbooks
Uncle Sam Wants His Money
Umbrella Insurance Is Just a Catch All Policy, Right?
Guest Blogger Tim Hibbing. Umbrella policies are becoming more and more popular in our litigious culture.
To Refinance or Not…That is the Question
Tips to Help Keep You on Track for Your Financial Goals
Personal financial planning is critical to help ensure that, in both good times and bad, emotions do not lead to irrational money management decisions and costly mistakes.