Bitcoin and Not Running Out of Money in Retirement

From Retirement Now Newsletter June 3rd 2021 A while back I read a story about a Bitcoin owner who couldn’t access the keys to his wallet that held about 7,000 Bitcoin. And I couldn’t help but see the parallels with his story and what many people worry about when it...

Don’t Double-Pay Taxes on Your IRA

From Retirement Now Newsletter May 13th 2021 I was reading recently about a tax issue that could affect retirees, causing them to double pay on their taxes. I’ve come across this only a handful of times, but thought it worth sharing. And the situation reminded me of a...
VIDEO: Simplifying Retirement Investing

VIDEO: Simplifying Retirement Investing

One way to help simplify retirement investing is to think in terms of asset classes, instead of stressing out over trying to find individual companies to buy stock in. If you are concerned about how to invest your portfolio for retirement, click here, to schedule...

The Power of Habits on Your Retirement

From Retirement Now Newsletter May 6th 2021 I came across a good article on the power of habits as it pertains to your financial future. And why relying on sheer willpower alone is not sufficient to reach your goals. The article states that people have a hard time...

Tax Proposals That May (or May Not) Get Passed

From Retirement Now Newsletter April 29th 2021 Since we’ve had an administration change in Washington a lot of people are rightfully concerned about changes in tax legislation. I came across a good article that goes over some proposals that different...

3 Tax Moves to Consider Before Filing Deadline

From Retirement Now Newsletter April 8th 2021As you are probably well aware of, the tax filing deadline has been extended to May 17th this year. This gives the IRS more time to implement tax code changes from the recent COVID-19 relief package, also known as the...