News on your Retirement Nest Egg: Latest research refutes conventional thinking on withdrawals

October 12, 2016 · Brad Foster

So you’ve spent all of your working life diligently building up your nest egg in a tax-efficient manner by strategically allocating savings across a myriad of tax-favored and taxable investment accounts... Read More →

It Is Never Too Early To Start Year-End Planning

July 12, 2016 · A. Lawrence Crimmins, Jr

The best time to start year-end planning is really April 15th, after you complete or sign your tax return and realize how the taxes could have been changed, had certain action been taken in the prior year... Read More →

My Fellow Millennials: Stop Saving for Retirement

July 12, 2016 · Chelsea LaRoche

Now that I have your attention, let me explain. As someone with fewer years in the workforce when compared to most of my colleagues, I am often reminded that retirement is many, many years away. The... Read More →

On the Road to Investing in a Good Life…

July 12, 2016 · William R. Shipley

On a recent weekend excursion to run some errands, one of which entailed sitting in the waiting room of the auto dealership waiting for my truck to be serviced, I heard a radio commercial whose focus seemed to... Read More →

Did You Know Baseball and Planning for Retirement Have a Lot in Common?

April 18, 2016 · Brian T. Gongaware

The onset of the 2016 baseball season caused me to reflect on our national pastimes of baseball and planning for retirement – and just how similar they are in strategy. You’ve probably not... Read More →

The Qualified Charitable Distribution Now Has Eternal Life (At Least, for Federal Income Tax Purposes)

March 16, 2016 · William R. Shipley

In the waning days of calendar year 2015, the 114th Congress characteristically took last-minute action to address a number of expired income tax provisions. One extended tax provision that has garnered favor... Read More →

Happy Money, Happy Legacy: Rethinking How You Invest Your Time and Your Money

March 01, 2016 · Rod Diaz

I had long held the idea that there were only three things one could do with money: spend it; save it; or gift it (i.e. give it away). And, as a Financial Advisor, I had lumped investing into the &ldquo... Read More →

The Real Costs of Procrastination

August 07, 2015 · Jackie Lawson

Procrastination is defined as "putting off, delaying, or deferring an action until a later time." All of us may be guilty of this from time to time, whether it be putting off a household chore, not... Read More →

Wake Up, Millennials: Time Is Your Biggest Asset

April 10, 2015 · Jay Williams

Ok, so I know the title is harsh. I'm a millennial too, and I get just as annoyed by Baby Boomers harping on us, our work ethic, our style, and our music (I don't like Pitbull either, Dad). But if there... Read More →

Cracking the Retirement Income Ceiling

October 09, 2013 · Deborah A. Moses

I recently spoke at a Women’s Financial Forum about “Cracking the Retirement Income Ceiling.” What is the retirement income ceiling? Women are predicted to have less... Read More →

Don’t Stop Thinking About Tomorrow: 8 Retirement Strategies for Women

May 08, 2013 · Deborah A. Moses

Some days it feels like my email box is glutted with articles on retirement planning. With the first wave of the 76 million Baby Boomers careening through their mid-60’s today, it seems only natural... Read More →

Fundamental Thinking About Business Succession

October 24, 2012 · Deborah A. Moses

Transitioning leadership of a company from its founder to a buyer involves a complex mix of a founder’s personal ambitions, business strategy, effective communications, and legal and financial expertise. ... Read More →