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,...
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...
FRA or Do I Still Delay?

FRA or Do I Still Delay?

Ok, you’ve made it through Age 62, Medicare and now, now it’s time to make yet another choice regarding your Social Security. Warning: If you chose to take Social Security prior to your Full Retirement Age, then this blog may not be applicable. FRA is different for...
Retire with Power: The Next Ten Years

Retire with Power: The Next Ten Years

62 and You Is now a good time to claim my Social Security, work part time or fully retire? When it comes to Social Security, most of my clients have benefited from some type of Social Security Claiming Strategy. My own concept regarding Social Security has changed...
Medicare Madness It’s Simple, Really

Medicare Madness It’s Simple, Really

Transitioning into Medicare can be stressful. While the subtitle is a bit tongue in check, simplifying Medicare can be achieved. The following is intended to provide you with the important highlights regarding your onboarding to Medicare. For a more in-depth study, I...