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As retirement comes into focus, it is important to have a clear plan for your Social Security Retirement benefits, a significant source of retirement income. There are two primary ways you can increase individual benefits. Before I get...Read More
One of the most overlooked items in retirement is income tax. Inflation and taxes are the two biggest drags on your retirement plan. With a little planning, you can ensure you are doing everything possible to managing your income tax...Read More
Whether it is the ability to contort your body into the “downward dog” at yoga class or having financial flexibility to help you be successful in retirement. Flexibility is the key to life. While the health discussion is...Read More
To maximize the benefit of an HSA for long-term planning, you need to pay your current medical expenses from other personal savings sources and leave you HSA alone.Read More
Social Security benefits are an important part of retirement for most people. Here is brief summary on some of the components.Read More
It has been over 20 years since I received a notice that my position as Director of Finance was being terminated. A company takeover had fallen through, and cuts were underway. That news was devastating, and even now as I think back on...Read More