Retirement Planning

Retirement Risk: Inflation Risk

Inflation is the tendency of prices to rise and money to lose purchasing power over time.  It is often referred…

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Estimating Your Life Expectancy

A critically important variable in retirement planning is life expectancy.  I occasionally joke with retirement planning clients that if they…

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Retirement Planning: Longevity Risk

Key Insights Running out of money during your lifetime – longevity risk – is one of the biggest fears people…

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Retirement Savings: 6 Things You Should Know About the SECURE Act

The SECURE Act, a law that took effect on January 1, 2020, made significant changes to retirement savings law (the acronym stands…

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Year-End Portfolio Checkup: 6 Tax-Smart Tips

Now is a good time to review your investment portfolio and your overall financial plans and ensure you’re doing all…

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Roth Conversions: Consider Seizing the Opportunity

The ideal environment to perform Roth IRA Conversions is: (1) when tax rates are low, and (2) when the market…

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