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Pre-Retirement

IRAs are a great way to put money away for the future. The benefits of a traditional IRA include a tax deduction for contributing (if you qualify for one). With a Roth IRA, you cannot take a deduction for contributions,READ MORE

Before you sell your business, make sure your finances are appropriately set up for the retirement phase of your life. Start by reviewing your portfolio to ensure that the investment options you chose will provide sufficient retirement income for theREAD MORE

Achieving financial independence isn’t easy.  It’s a challenge to save enough to fund a long, comfortable retirement. Remaining financially independent over many years is also challenging, in different ways. As the saying goes, “What got you there may not keepREAD MORE

It’s no secret that raising children is expensive. While children are understandably a family’s priority, too many of today’s 50-somethings are seeing their children off to college, only to turn to their own financial situation and realize there’s a significantREAD MORE

When it comes to planning for retirement, healthcare costs are one of the most overlooked factors. Yet for many retirees, health-related expenses can be one of the largest items in their budget. Even when covered by a retiree health planREAD MORE

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