The Tax Cuts and Jobs Act of 2018 changed the tax planning calculus for a lot of taxpayers. Among the many changes in this landmark tax act, one change was to eliminate the ability to recharacterize amounts converted into aREAD MORE
Retirement, Retirees
Planning for the Decumulation Phase of life Among life’s big transitions, the change from working to retirement is one of the biggest. Retirement can bring changes in your lifestyle, your social connections, your day-to day activities. For many, the mostREAD MORE
Is it too early to envision retirement when you’re in your 50’s? Many of us “50-somethings” would say yes- we’re still deep in the middle of career and family building, and retirement may be just a vague concept in ourREAD MORE
As we age, the single greatest risk to our retirement independence is falling. Did you know one out of every 3 adults over the age of 65 falls each year? And if you’ve fallen once, you are two to threeREAD MORE
It’s been said that roughly 10,000 baby boomers are transitioning into retirement every day. Even though so many people are doing it, there’s still a considerable amount of stress as you transition from working into retirement. The big financial transitionREAD MORE