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Sunday, January 1, 2017

HAPPY NEW YEAR: BALANCING DEBT REDUCTION AND SAVINGS. Starting the New Year off with specific money resolutions to save more and to pay off debt in order to achieve financial independence is certainly a good idea...

 

Wednesday, August 31, 2016

RIO OLYMPICS: A LESSON FOR GOLD MEDAL FINANCIAL PLANNING Having a plan and a strategy to reach your goals is essential. Kathleen was a prolific goal setter and had yearly goal setting meetings with her coaches where she set long and...

 

Sunday, May 1, 2016

1. Triggering Taxes - Make sure your rollover is a trustee to trustee transfer and the check is not made out to you. Moving assets from a 401(k) into a special IRA called an IRA rollover should be done in a trustee to trustee transfer....

 

Sunday, April 17, 2016

1. Filing too early Many people believe retirement age is 65. Social Security full retirement age (FRA) varies and is determined by your age. Full retirement age is the age at which you can receive 100% of your benefit. Born between...

 
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