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Ex-NBA Star: What I Learned From Financial Mistakes

Ex-NBA star Antoine Walker learned the hard way when his lavish spending ended up with him in bankruptcy. Now he teaches rising young athletes about financial literacy so they don’t make the same mistakes he did. Looking back, the former player for the Miami Heat and Boston Celtics said during an interview with ThinkAdvisor magazine […]

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Married Women At Greatest Financial Risk In Retirement

Living in a two-salary household should provide stability and financial security, right? Not necessarily, says a new report from the Center for Retirement Research at Boston College, which draws some surprising conclusions about women, money and financial choices. Despite higher household income, married women in two-salary families are actually at the greatest financial risk in retirement. […]

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Florida Among Best Places To Start A Small Biz

Dreams of starting your own business? You’re in the right place in Florida. Our state came in 6th place in Wallet Hub’s annual survey of best and worst places to start a small business (Texas and Utah took the top spots). Florida has an outstanding “business environment,” says Wallet Hub, but lost ground with its slightly […]

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Counting On An Inheritance? Here’s What You Need To Know

Quite a few Americans expect to inherit money from an older generation. Over half of millennials expect to inherit from their parents, says a Charles Schwab survey. Other generational groups feel the same. 20% of Baby Boomers (age 55 to 73) believe they’ll receive money from parents or other relatives, as do 36% of Gen […]

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#1 Best Way To Help The Kids or Grandkids? Get That Roth IRA Going

During a client meeting in our office last week, we talked about how they – parents of young adult kids (in their 20s and young 30s) – could help the kids get onto a sturdier financial footing without killing their own initiative or enabling them. We’ve written about this a lot, but it’s always worth repeating […]

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Not Taking Your Vacation Time? Better Rethink That

Have you ever told yourself you’re too busy to take time off from work, or neglected to take the leave you’ve earned? You’re not the only one. American workers accumulated 705 million vacation days in 2017 (the last year surveyed), and failed to use them. If that sounds like you, here’s some good reasons to re-think […]

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Why Retirees Are Losing Trillions Of Dollars With Bad Social Security Advice … But Not Our Clients

We’re sorry to hear that American retirees are losing $3.4 trillion in potential retirement income by making bad decisions about when to start their Social Security benefits. Not our clients. As part of our retirement services, we help clients explore different options and optimize claiming strategies so they get the most bang for their buck. In […]

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Changes To Your IRA On The Way? Not All Of Them Are Good

If it’s up to the Congress, there may be some major changes to your IRA before the end of the year. And not all the changes are good. The House has passed the SECURE (Setting Every Community Up for Retirement Enhancement) Act. It’s now up to the Senate to consider the bill, which has been […]

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Top Retirement Hot Spots

More people are moving to New Mexico in retirement than anywhere else. In fact, 43% of all people relocating in retirement are headed toward the Land of Enchantment, found a recent survey. Florida comes in as the 2nd top destination, capturing 39% of all retirees looking to relocate. What are these retirees looking for? They’re […]

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Quote Of The Week: Shopping For A Financial Advisor

“If you want professional help, shop for a financial adviser who is a certified financial planner or is a certified public accountant with a personal finance specialist designation. Use an adviser who discloses fees and has fiduciary responsibility to put your interests first.” Linda Stern, How to Break Bad Investment Habits, AARP Magazine, June 21, […]

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