08/29/2021
On Wednesday this week I was excited to get to see Victoria through a glass door. Her nursing home is in lockdown and I might not get to see her for another month.
An Income Specialist. I make sure that my clients and their families never run out of income in retirement, chronic illness or death.
A Client Advocate, Federal Retirement Consultant, and Investment Advisor. Our firm provides education, advice, and coaching for clients on retirement strategies, taxes, and social security benefits. As Client Advocates, we work as a team to give You our best in Wealth Management.
08/29/2021
On Wednesday this week I was excited to get to see Victoria through a glass door. Her nursing home is in lockdown and I might not get to see her for another month.
04/27/2021
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04/25/2021
Before giving away an old computer, be sure to remove all sensitive data. Here's how to do it right.
How to Wipe a Computer Clean of Personal Data Before you resell, recycle, or donate an old laptop, learn how to wipe a computer clean and protect your personal data with this Consumer Reports guide.
04/22/2021
Make sure you understand the current rules surrounding required minimum distributions from retirement accounts.
Tax Time Guide: IRS reminds taxpayers of recent changes to retirement plans | Internal Revenue Service IR-2021-57, March 16, 2021 — The Internal Revenue Service today reminded taxpayers about the rules for required minimum distributions (RMDs) from retirement accounts.
04/19/2021
Here's what to know about the IRS decision to change the tax filing date this year.
IRS Extends Tax Return Filing Deadline to May 17 | Kiplinger Pressure has been building for weeks to give taxpayers more time to file their 2020 federal income tax returns.
04/16/2021
Many people consider buying more property at some point. Find out about the potential financial implications.
What to Consider When Buying a Second Home Do you have questions? Reach out anytime.
04/13/2021
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04/04/2021
Are you working on getting your affairs in order? Before you meet with an estate planning attorney, it's important to be as prepared as possible.
Preparing for an Estate Planning Consultation: 10 Items to Consider Before Meeting with Your Attorney While most initial meetings with an estate planning attorney will result in some questions you likely have never considered, there are many ways in which you can prepare for a thoughtful and productiv
04/01/2021
Be sure to reach out if you could use my services or you know someone who might.
Get in Touch And find out how you could win a $500 Visa gift card.
04/01/2021
This Q&A discusses a common retirement challenge: what to do if you need to boost your savings later in life.
They paid off the mortgage rather than save for retirement. Now what? Here are ways to boost retirement savings to make up for lost time. Also: When credit scores don't need improving.
03/29/2021
Required minimum distributions are back. Here's what to keep in mind.
Required minimum distributions on retirement plans are back — and different The hiatus on required retirement plan distributions is over, so retirees over age 72 should plan to take them. Here's a look at the quirks and rules changes.
03/26/2021
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