Are you retired and wondering how to pay for those holiday gifts? You may have assets in a 401(k), IRA, Roth, or even after-tax accounts. Taking d...
Did you recently retire? If so, your work-related income has likely declined. This being the case, a Roth conversion could make sense for you this y...
Benjamin Franklin once said nothing in this world is certain except death and taxes. As we round out the year, there are some things you can do to k...
Are you turning 65 and still employed? Should you sign up for Medicare or continue your employer’s healthcare plan? In this interview with Lance O...
Biggest jump in social security payments in 40 years, possible tax assistance for property and casualty losses and questionable trading in judges...
What are some pitfalls to avoid when selecting a Medicare supplement (watch video here)? What should you be considering when signing up for Medicare?...
Why did your Medicare premium go up so much (watch video here)? It could be because of your income. In this interview with Lance Otey, a health in...
The annual election period for Medicare begins October 15th and runs through December 7th (click here to watch). If you are age 65 or older you should...
Have you ever held on to a stock too long? Have you ever passed on a good investment? Find out how our investment strategies are designed to help...
The top marginal tax rate is currently 37%. In 1963 the top marginal tax rate was 91%! What’s your plan if tax rates increase? Are you prepare...