Thinking about Retirement

Thinking about Retirement

Thinking about Retirement? Factors to Consider Before Deciding I am sometimes asked by my clients: can I afford to retire now?  If not, when does it look like I could retire? The first question I ask is, is your job stressful? The next step is to “run the numbers”. ...
Social Security

Social Security

When To Draw Your Social Security I am often asked when should I start drawing my social security?  Generally, I tell people to start drawing when they need the money to maintain their lifestyle.  The exception being when they turn 70 years old.  Always start by age...
Ideas to Consider When Investing in Today’s Markets

Ideas to Consider When Investing in Today’s Markets

Do you feel comfortable investing today in the stock market?  Many people are apprehensive about putting money in the market right now.  Some of the reasons are: The market seems very high.  When the market is high, you hear sometimes days in a row that new records...
A look at Protection: Floors and Buffers

A look at Protection: Floors and Buffers

Protection: Floors and Buffers When I meet with prospective clients and even current clients, a lot of times they will tell me there are three things they want from their investments; make as much as they can, not lose their principal, and have full liquidity. My...
Roth Conversions

Roth Conversions

Roth Conversions Interest There seems to be more interest in Roth conversions this year. The reason people are asking more questions about Roth conversions is because of the tax-free growth that Roths provide coupled with the concerns of many people that taxes are...
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