Retire with Power: The Next Ten Years

Retire with Power: The Next Ten Years

Developing your Tax Control Triangle Strategy In an earlier blog, I shared the following Tax Control Triangle visual and I would like to dig a bit deeper into one of the Tax Favored opportunities: Roth IRA’s. While Roth IRA’s may not be appropriate for every investor,...
Hospital Inpatient vs. Under Observation?

Hospital Inpatient vs. Under Observation?

You may have experienced spending the night in the hospital only to find out that you were considered as Outpatient or Under Observation. What is the difference? You are still being treated by doctors and nurses that work for the hospital, your medicines are coming...
The Big 6 “0” Are you ready for your 60’s?

The Big 6 “0” Are you ready for your 60’s?

The decade of your 60’s, has possibly more financial decisions and life events than any other decade of your life. Further, what you do and the decisions you make leading up to your 60’s and throughout the 60’s decade, will determine how successful and grand the...
Why Are More Americans Age 65 Still Working?

Why Are More Americans Age 65 Still Working?

“There are now far more Americans ages 65 and older in the workforce than three decades ago,” says Dana Wilkie. In an article entitled “Number of Older Americans at Work Has Grown 35 Percent,” Wilkie states that between 2011 and 2016, the number of American workers...