The Inherited IRA As baby boomers continue to age, we are going to see trillions of dollars be passed to beneficiaries over the next 20 years. Trillions- with a “T” That’s a whole lot of dough… The most common type […]
Have you ever given much thought as to what the consequences could be if you did not go to the doctor for ten years? We all know that an annual check-up with a physician is important in maintaining proper health […]
Financial Goal Setting Everyday people go through life trying to get stuff done. Things like; make breakfast, hit the gym, get the kids to school, finish the project at work, set up plans for the weekend, finish the book and […]
The Simplest way to GET A BIGGER SOCIAL SECURITY RETIREMENT BENEFIT Many people decide to begin receiving early Social Security retirement benefits. I have heard people say that because they have paid in for so long, and they are fearful […]
Clients and friends are always asking me financial questions. You might have similar questions so I have decided to share them with you. I will try and post at least 1 per week. Should I refinance my home mortgage? Answer: […]
