Financial Planning
How to avoid a 50% penalty tax on your Required Minimum Distribution – Part 1
Rob married his high school sweetheart Gina just after he safely returned from the Vietnam War. Together they raised a family and built a successful furniture business.
Lessons from the Game of Risk
To accomplish any goal in life, especially financial goals, there needs to be some concentrated effort to get started, moving in the right direction.
A New Baby in the Family
Today you brought your first baby into the world! We are so excited, and mom is in her element. We can’t wait to spoil her. She’ll be joining our annual father/daughter date at the Angels’ home opener.
Tale of Two Retirements
About 15 years ago, both Ross and Bobby retired. Bobby had about twice as much money in his retirement plan; neither had a monthly pension, except for Social Security.
All that glitters is not gold
Be wary of alternative Social Security claiming strategies, which are in the news now that baby boomers are eligible for benefits. There are expensive software tools designed to help retirees “maximize” their benefits.
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