Invest in a Roth 401(k) If You Can

This is a good article about the value of using a Roth 401k – which I find are becoming available much more frequently.  They are a good...

Should you retire to college?

One more creative retirement idea! ======================================= Don and Joyce Parker whip out their IDs whenever they want to...

What’s the Plan?

More planning goes into an average vacation, than for one’s life in retirement. Yes, that’s a pretty bold statement, however, it is...

What’s the Plan?

More planning goes into an average vacation,, than for one’s life in retirement. Yes, that’s a pretty bold statement, however, it is...

8 common mistakes retirees make

Paul Merriman has done a good job capturing the common mistakes retirees make.  I see a lot of them in my practice. Steve...

New Roth IRA Rules for 2013

This is a good article from Rick Rodgers regarding the new Roth rules for 2013. Steve ====================================== The Roth IRA...

Defining Retirement

Our “Approaching Retirement” blog will focus on the ways that financial advisors address the opportunities and challenges associated with...