As the saying goes, there are only two certainties in life; death and taxes. The act of paying taxes is often a painful and miserable experience for most, but there…
Category: Strategic
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Why Women Should Be Strategizing Their Retirement Savings Differently Than Men
In light of the recent celebration of International Women’s Day, many ladies all over the globe are celebrating the many things that make them amazing. However, there are still some…

Health Care Costs to Consider as You Prepare for Retirement
As people transition into retirement, one of the most difficult adjustments to make is the one from an employer provided insurance plan to Medicare. Many individuals in the workforce utilize…

What You Need to Know About IRA Conversions
The ability to convert regular IRA assets to Roth has not been available for long. Investors with more than $100,000 in assets have only just begun to enjoy the many…

Inflation Risks That Current Retirees Face
Ongoing concerns of inflation are a worry for many, especially those nearing the age of retirement or those that are currently retired. Morningstar’s Jeremy Glaser and Christine Benz engaged in…

Has the Recent Stock Market Downturn Created New Opportunities?
At first, the recent crash of the Dow Jones Industrial Average seems very formidable. CNN declares the plunge of 1,175 points that occurred on Monday, February 5th of 2018 as…