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When the Worst Investment Turns Out to be the Best Plan

Most of us know that annuities are not an outstanding investment, at least most of the time. But there are exceptions to that general rule, and these ...
Taxes and Retirement – Plan Now to Save Thousands20220830132520

Taxes and Retirement – Plan Now to Save Thousands

Minimizing income tax and maximizing income in retirementWhat are the best retirement vehicles for you, given your age, income bracket, tax bracket, a...
To Roth or not to Roth20210713112600

To Roth or not to Roth

Tax advantages for IRA conversionsA good financial advisor will use different tools available in order to blend your retirement income to minimize inc...
What to Do When a Loved One Dies20210624122917

What to Do When a Loved One Dies

I’ll never forget the morning after my mom died. It certainly wasn’t a surprise, she had declined slowly over more than 20 years with early-onset Alzh...
Is it time to re-allocate some of your assets?20210427111910

Is it time to re-allocate some of your assets?

A New Interest Rate EnvironmentMost people hold bonds as a conservative posture in their portfolio because they are perceived as steady and consistent...
Why they’re not singing in Italy anymore20200406203221

Why they’re not singing in Italy anymore

April 7th, 2020 A Note from Catherine Working from home I feel isolated from the challenges of the pandemic. I sit in my office and focus on work and ...
SECURE Act: Stretch Inherited IRA Replaced with 10 Year Rule20200130134120

SECURE Act: Stretch Inherited IRA Replaced with 10 Year Rule

Hammond Law GroupJanuary 30, 20200 comments
SECURE Act: Stretch Inherited IRA Replaced with 10 Year RuleBy Jess BolenThe SECURE Act, which was signed into law in late December 2019, has rightful...
Estate Planning Start to Finish: One Couple’s Experience20191002160730

Estate Planning Start to Finish: One Couple’s Experience

Estate Planning Start to FinishBy Tiana Rivera and Jess BolenOn a late-summer morning Glyn and Phyllis Howells could have been out enjoying the perfec...
How to Protect Yourself and Your Loved Ones from Financial Elder Abuse20180912102033
Funeral Crowdfunding Is Not the Answer; Funeral Planning Is20180814080148
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