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Annuities

Annuities: Fact and Fiction

Putting together a successful retirement strategy that takes into consideration investments, taxes, income needs (including social security), medical/healthcare needs and estate planning is like fitting together the pieces of an intricate puzzle. The one major difference in this metaphor is when it comes to your retirement puzzle, some of the puzzle pieces are constantly changing!...
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Retirement Savings

Are You Saving Enough for Retirement? Probably Not!

There is a significant retirement savings gap going on in America. Where do you stand regarding retirement savings? According to this survey by the Transamerica Center for Retirement Studies, the median retirement savings by age in the U.S. is: Americans in their 20s: $16,000 Americans in their 30s: $45,000 Americans in their 40s: $63,000 Americans in...
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Bitcoin photo

Own cryptocurrency? The IRS has some advice for you!

The U.S. Internal Revenue Service last Friday announced what may come as a surprise to thousands of taxpayers who own cryptocurrencies like Bitcoin but who failed to report transactions. If this is you, according to Uncle Sam, you may owe taxes. Taxpayers who do not accurately report income specifics of virtual currency transactions might be...
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Retirement Planning Mistakes – Part 2

This is the second in a four-part series of articles on Common Retirement Planning Mistakes.  In our previous post in this four-part series on retirement planning, we talked about the common misconception only wealthy individuals need to engage the services of a retirement planning professional and how not doing so could be a very costly...
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United States White House

“The Secure Act” – Is Congress Coming for Your IRA?

An Opinion piece in the Wall Street Journal the other day detailed "The Secure Act", a new law being considered in Congress, that has tremendous implications for any person's retirement plans. We thought you all might find interesting and informative and you can find the original article here (paid Wall Street Journal account required to...
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Common Retirement Planning Mistakes – Part 1: Only the Wealthy Need a Plan

This is the first of a four-part series of articles on Common Retirement Planning Mistakes.  Preparing for retirement these days presents a number of complex challenges. There are five primary factors that need to be taken into consideration when developing and managing your retirement strategy: Taxes Healthcare (insurance) Estate (legacy) Investment Income. Each of these...
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