We can still enjoy a life of achievement, exploration and amazement.
Your Legacy: Enhancing Your Financial Gifts
What if you could double or triple your legacy gift to an institution or charitable organization? Would you be interested?
Four Ways to Fix a Broken Retirement
If you’re a bit nervous about funding your retirement years, then read on. I have some ideas that will help ease the emotional burden.
So You’ve Retired — Now What?
As handy as it would be, retirement just doesn’t come with an owner’s manual. So how are you supposed to proceed in this new season of your life? What is your second act going to look like, feel like? Basically, “Now what?”
Discernment: The Route to Choosing Your IRA
“Making the right choice requires collecting and understanding enough accurate data that points the way to the real destination.” – Lincoln Patz
The Rules of the Road for IRAs
It’s that time of year again – TAX TIME! What are the IRA rules exactly?
Social Security Basics: Taxation of Social Security Retirement Benefits
Remember, the more money you can keep in your pocket provides an additional resource for fueling the incredible life you are building in retirement.
