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    How to Prepare For Tax Season -The Tax Cuts and Jobs Act

    The countdown begins. Once the clock rolls us into 2019, tax season gets underway. The old calendar year, 2018, will have been put officially to rest. Deductions from your paychecks and other income sources will begin counting for the New Year. Once it’s 2019, we can celebrate, and look to even better days ahead. But…

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    Now Is the Time to Seize the Day By Carol Schmidlin

    Last January, the feature articles in our newsletter were “Celebrating the 20th Anniversary of the Roth IRA”, and “Highlights of the Trump Tax Plan”.  Many of you have taken advantage of funding Roth IRAs and doing Roth conversions which may prove very wise. While 2018 has been a year of extreme volatility in the market…

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    MEDICARE INCOME PLANNING

    Medicare Income Planning It’s important to keep your Medicare costs in check while taking distributions from your IRAs and other retirement plans. This includes timing of Roth conversions too. Without smart planning for retirement, distributions from 401(k)’s, IRA’s and other plans, can cause higher Medicare costs. Medicare Basics                                                     To understand how distributions can impact your…

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    4 Questions to Ask About Long-Term Care

    As you age, calculating the chances that you’ll need long-term care—and the associated costs—is incredibly important. More than half of people turning 65 will require long-term care during their lifetimes, and the costs may be much higher than you expect. In 1980, the U.S. had $30 billion in long-term care spending. By 2015, that figure…

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    September is Life Insurance Awareness Month

    Danica Says It Best: Life Insurance Is Key on Your Financial Journey September 1, 2018 | Maggie Leyes | 0 chat It’s Life Insurance Awareness Month! And we will just step aside to let spokesperson Danica Patrick tell you why life insurance has always been important to her—and why it should be for you, too. Click here to learn…

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    SEPTEMBER IS LIFE INSURANCE AWARENESS MONTH

    Your journey to financial fitness begins with just one step. It can seem daunting to get all your financial ducks in a row. But the beauty of any journey: It doesn’t happen all at once. Step by step. Goal by goal. Do that next good thing by putting financial protection in place with life insurance.…

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    Retire Safe & Secure! with Ed Slott – March 18, 2018

    Congress has just upended 30+ years of the tax code – what does it all mean for you and your family?   More importantly, how can you protect your hard-earned savings?  As a member of the Ed Slott’s Elite IRA Advisor Group, we are excited for his newest public television special, Retire Safe and Secure! with Ed…

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