Resources

Whether you’re a widow, a business owner, or a professional afraid to face retirement, I have various resources here to get your started.

If you’re ready to go deeper, schedule a call with me on my calendar.

Get started

Select topics

No Results Found

The page you requested could not be found. Try refining your search, or use the navigation above to locate the post.

What Is a Self-Employed Retirement Plan?

Business owners, Investment management, Research, Retirement

A self-employed retirement plan is a tax-deferred retirement savings program for self-employed individuals. In the past, the term "Keogh plan" or "H.R. 10 plan" was used to distinguish a retirement plan established by a self-employed individual from a plan established...

Will Social Security Retire Before You Do?

Research, Retirement

People have traditionally seen Social Security benefits as the foundation of their retirement planning programs. The Social Security contributions deducted from workers’ paychecks have, in effect, served as a government-enforced retirement savings plan. However, the...

What Are My Retirement Planning Options?

Research, Retirement

There are a variety of retirement planning options that can meet your needs. Your employer funds some; you fund some. Bear in mind that, in most cases, early withdrawals before age 59½ may be subject to a 10% federal tax penalty. The latest date to...

Should You Bank Your Retirement on Your Business?

Research, Retirement

Investing in your own business makes sense. Many businesses achieve significant growth each year. However, when you consider that many small businesses fold every year, it becomes clear that banking your retirement solely on the success of your business might not be...

Unforgettable Birthdays

Research, Retirement

Birthdays may seem less important as you grow older. They may not offer the impact of watershed moments such as getting a driver’s license at 16 and voting at 18. But beginning at age 50, there are several key birthdays that can affect your tax situation, health-care...

What Is a 1035 Exchange?

Research

Named after Section 1035 of the Internal Revenue Code, a 1035 exchange allows life insurance policy owners (and annuity contract owners) to exchange an old policy (or contract) for a new one from a different insurance company without tax consequences. Of course, the...