Healthcare Strategies for Early Retirees

Congrats!! You’re retiring before 65. All is good except you can’t get Medicare until 65. What do you do?

Where Do You Invest Your Money?

This is the million dollar question. It’s the question that every financial pundit answers with complete certainty.

Investing for the Not Rich

Merrill Lynch recently announced that they are increasing new client minimums to $250,000. But what if you don’t have $250,000 lying around?

Making Sense of Social Security

You probably hear comments such as, “Social Security is going away,” or “you can’t count on social security.”

To Roth or Not to Roth?

To set a baseline, the primary benefit of a ‘Roth’ account is the ability to contribute after tax money and not pay taxes when you withdraw.

Assessing your Risk Tolerance

When I asked about why he’s so aggressive, he candidly told me he’s a risk taker. He believed in living life to the fullest.