Avoiding Tax Disaster—Beware Of These 4 Common Tax Scams

The “Dirty Dozen” list of Tax Scams for 2017 has been released by the Internal Revenue Service. Inside this list resides some all too common and devastating tax horrors of which to be aware and vigilant. The top 4 most common tax scams are: Phishing, Phone Scams, Identity Theft and Return Preparer Fraud. Let’s take… Continue reading>

When It Comes to Your Money, Does the Truth Hurt?

“We’ve been arguing about this for year, and here we are in our 50’s. It’s time to stop!” Laura said empathically. Paul’s downcast eyes and silence spoke volumes. Laura continued, “We’ve worked with several advisors who have tried to help us invest our money in a sensible way. Then whenever the market goes down, Paul… Continue reading>

Don’t Have A Retirement Plan Yet? Here’s Where To Start

When it comes to retirement and planning, I’ve heard them all: “I love what I do. I can’t imagine doing anything else.” “I’ll never have enough money to retire, so I’ll work until I die.” “I have no hobbies, so I might as well work.” “I’d be bored outta my skull if I didn’t work.”… Continue reading>

Sleeping And TV—How Retirees Spend Their Time?

A recent study published in The Journal of Financial Planning indicates that life in retirement includes plenty of “inexpensive leisure”. “How Retirees Spend Their Time: Helping Clients Set Realistic Income Goals” looked at the top 20 activities of middle and high-income retirees (age 50+ with at least $60,000 in household income). The research indicates that… Continue reading>

So You’ve Got A Modern Family. Can You EVER Retire?

We live in an era where families are blended, extended, same sex, two-earner, one-earner, unmarried, married, remarried and otherwise combined. We have or adopt our kids older than in previous generations. And just as we are building our families, our parents and grandparents are living longer and may not have the resources to pay for… Continue reading>