Skip to content

Our Blog.

Retirement is calling
01
Latest News

Blog Archive.

10 Result(s) in the “Financial Tips” Category


Jan. 7, 2022

Forgot to Take Your Required Minimum Distribution? Here’s What You Can Do

It’s not unusual to forget or overlook your Required Minimum Distribution obligation. Perhaps you are a beneficiary of a tax-deferred account and…

READ MORE


Dec. 22, 2021

Year-End Roth IRA Considerations

December is a great time to conduct a review of your finances and set goals for next year. You also…

READ MORE



Oct. 29, 2021

Downsizing Your Home in Retirement: Four Factors to Consider

Many people consider downsizing their home as they approach or enter retirement.  As with any significant life-changing decision, there are…

READ MORE


Oct. 22, 2021

Why You Should Consider a Roth IRA Conversion Before Year’s End

If you’ve been thinking about doing a full or partial Roth IRA conversion, now is the time to take action. The…

READ MORE



Jul. 16, 2021

Four Ways to Give Your Home In New Mexico

For many people, the biggest asset they have is their home. Though sometimes retirees have to sell their home as…

READ MORE


Apr. 16, 2021

How Much Cash Should Retirees Keep on Hand?

Most financial planners will tell you that having an emergency fund to cover unexpected bills (like a major car or…

READ MORE



Apr. 16, 2021

Out-of-Pocket Costs For Dental, Vision, and Hearing

Estimating health care costs in retirement is an inexact science at best. But it’s essential for you to have some…

READ MORE


Mar. 19, 2021

Do Investment-Grade Bonds Still Have a Place in Your Portfolio?

Investment-grade bonds are issued by companies, governments or municipalities that have a relatively low risk of default. Yields of these bonds…

READ MORE



Feb. 5, 2021

Understanding the difference between a Tax Deduction and a Tax Credit (and why it’s important to know now)

President Biden and Treasury Secretary Yellen are looking to make some changes to the way that Americans save for retirement.…

READ MORE


Dec. 18, 2020

10 Tax Planning Ideas to Consider Before 2021

With tax rates currently at historic lows and almost certain to get higher in the near future, particularly on high earners…

READ MORE