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…
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…
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…
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…
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. …
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…