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  • Decisions by the Decades
    Life has a funny way of getting in the way of important financial decisions we need to make. Understanding...
    Investing, Lifestyle, Personal Finance, Retirement
  • What's Your Story?
    My good friend Richard recently called me on a Friday to say that he had decided to retire the...
    Estate Planning, Investing, Lifestyle, Personal Finance, Retirement, What's Your Story?
  • Meet Jack.
    Do you think of your retirement timingin terms of approximate dates...   Securities and Advisory Services offered through The Strategic Financial...
    Lifestyle, Personal Finance, Retirement, What's Your Story?
  • How Much Do Your Kids Know?
    At a very early age, I can recall my dad talking openly about money. Whether we owned a paper...
    Estate Planning, Lifestyle, Personal Finance
  • Do I Take the Full Pension?
    Many of our parents and grandparents entered their retirement years after working for a single company. With all of...
    Estate Planning, Investing, Lifestyle, Personal Finance, Retirement
  • Are You at Risk?
    So…will you be paying with credit or debit?  How many times have you heard that before?  As consumers, I’d...
    Estate Planning, Lifestyle, Personal Finance
  • What to do with the Stock Grandma Gave You...
    The holidays are right around the corner and most of us are starting to think about that perfect gift.   ...
    Investing, Lifestyle, Personal Finance, Taxes
  • Too Much of a Good Thing
    I love ice cream. As a kid, I could literally polish off a 1/2 gallon of Mayfield’s chocolate ice...
    Estate Planning, Lifestyle, Personal Finance, Retirement, Taxes
  • 5 Things About Money to Teach Your Kids NOW
    I love my children. I have five of them after all. I look forward to spending time with them...
    Lifestyle
  • What to Do with RMDs
    In March, we learned about the Required Minimum Distribution (RMD) rules and how they apply to tax-deferred retirement plans,...
    Investing, Lifestyle, Personal Finance, Retirement
  • Making Sense of Markets
    https://www.youtube.com/watch?v=gmUA8y2q9qI  
    Investing, Lifestyle, Personal Finance
  • What Should I Do With My Old 401(k)?
    As kids start going to back to school, I look back fondly on the Back to School shopping trips...
    Lifestyle, Retirement
  • The Dow Jones Industrial Average and Other Indices
    Undoubtedly, as you listen to the radio or watch your favorite news channel, you have heard some reference to...
    Investing, Personal Finance
  • Tennis Anyone?
    I love everything about tennis – playing it, working on my swing, improving my strategy on the court, and...
    Lifestyle, Personal Finance, Retirement
  • What is a Fiduciary?
    If you’re searching for a financial advisor, you’ll want to make sure they act as a fiduciary, too.   So,...
    Investing, Retirement
  • Why You Might Need a Financial Advisor
    You have a 401(k) through work.   You use the online tools to determine your risk tolerance and what mutual...
    Lifestyle, Personal Finance
  • 5 Estate Planning Tasks That You Shouldn't Put Off
    Keeping track of the changing estate-planning rules is a challenge.  However, no matter how the laws and rules change,...
    Estate Planning
  • Are IRA Losses Deductible?
    Having just survived another tax season, many tax filers will be on the hunt for any write-off or deduction...
    Retirement, Taxes
  • Me, Myself and I: Retirement Plan Options for the...
    So…you’ve joined the ranks of other entrepreneurs and have decided to work for yourself.     While that can be liberating,...
    Retirement
  • Using a Roth IRA to Pay for College
    Good news - Junior is heading off to college!  Bad news – college costs are higher than ever. Fortunately, there...
    Lifestyle, Retirement
  • RMDs and You
    If you are approaching retirement you have, no doubt, heard of RMDs.   Failure to understand how the IRS recognizes...
    Retirement
  • Using Roth IRAs to Create Liquidity and a Sound...
    A key component to a sound financial house is ensuring you have access to cash in times of need....
    Personal Finance, Retirement, Taxes
  • Who Wants to Be a Millionaire?
    If you’ve ever watched “Who Wants to Be a Millionaire”, you might witness the following scene: Host to Contestant:  If...
    Lifestyle, Personal Finance
  • What the National Debt May Mean to your Investments
    News reports often talk about the National debt.  What are they referring to?  Is it the same as consumer...
    Investing, Personal Finance