How a ROTH IRA Could Save You Big Time in Retirement
In retirement, you have your normal, everyday expenses, but in some years, you will buy a new car or update…
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TCRS: What To Do When Your Personal Information Is Part Of A Security Breach?
During the summer of 2023, the Tennessee Consolidated Retirement System (TCRS), notified thousands of state retirees that their names and…
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10 Misunderstood Social Security Facts
Social Security is a significant portion of many retirement income plans. The program does much more than pay a benefit…
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Identity Theft – 5 Steps to Reduce the Possibility and Inconvenience of Identity Theft
Photo by Towfiqu barbhuiya on Unsplash Most of us, if we haven’t experienced it ourselves, know someone that has been…
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Where Does Growth Come From?
Photo by micheile henderson on Unsplash I wrote this piece for one of my client newsletters in 2022. The principles…
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Failing to Plan is Planning to Fail – Benjamin Franklin
If you have some free time, google “celebrity estate planning disasters.” What you will find are lists of wealthy individuals…
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Qualified Charitable Giving Due Diligence
Each year more and more of my clients are utilizing the Qualified Charitable Distribution (QCD) strategy with their IRA accounts. …
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Maintaining a Sense of Purpose In Retirement
An article a couple of years back stated too much time on our hands may be as bad as too…
