It’s Time for Baby Boomer to Take RMDs!

It’s Time for Baby Boomer to Take RMDs!

In 2016, the first wave of baby boomers turned 70½, and many more reach that milestone in 2017 and 2018. What’s so special about 70½? That’s the age when you must begin taking required minimum distributions (RMDs) from tax-deferred retirement accounts,...
Ten Mindful Steps to Make Tax Time Easier in 2017

Ten Mindful Steps to Make Tax Time Easier in 2017

Filing your 2017 taxes will go much more smoothly if you take the time and effort to mindfully prepare. Here are 10 things to consider as you weigh potential tax moves between now and the end of the year. Set aside time to plan Effective planning requires that you...
Getting My Ducks in a Row

Getting My Ducks in a Row

As a financial advisor, I work with a lot of small & large business people. Some are very successful. Some are less successful. None of them fit the description of the cliché dog-eat-dog business man we hear so much about in the progressive media. Most want to...
And Some People Worry About Zombies.

And Some People Worry About Zombies.

Turkeys have played a central role in the history of the United States. In a letter to his daughter, Ben Franklin offered praise for the bird, which he called, “…a true original native of America…(though a little vain and silly tis true, but not the worse emblem for...
Duck Soup: I’m Not Done with Michael Shermer!

Duck Soup: I’m Not Done with Michael Shermer!

I ended my last post with a nod to the entrepreneur: “They DID build it.” In my admittedly biased opinion, an individual who takes the risk and puts in the effort matters more than the conditions. Luck is important. Luck can even be the dominant variable in an...