Sep 28, 2014 | Do You Know, Retirement Plans, ROTH, Tax deductible, Tax Planning and Deductions
The seemingly endless rules & regulations comprising the Internal Revenue Service website would never be mistaken for light reading, but as we approach the last quarter of 2014 it’s useful, from time to time, to be reminded of a few key ones. For instance: IRA...
Sep 24, 2014 | Do You Know, Health Care Costs, Retirement Plans
It doesn’t exactly qualify as stop-the-presses news, but Beth Braverman’s interesting story for thefiscaltimes.com, headlined Health: The (Expensive) Secret to a Happy Retirement, further confirms that feeling good in retirement has much to do with just feeling good,...
Sep 22, 2014 | Do You Know, Retirement Plans
Ever get the feeling that the culture is beset by a blizzard of buzzwords; that is, fancy professional jargon that is meant to sound smart, but mostly comes off as pretentious or downright useless? In that regard and in honor of the late Joan Rivers, who used the term...
Sep 18, 2014 | Asset Allocation, Do You Know, Pension Parameters, Planning for Longevity, Protect Your Family, Retirement Plans, Risk and Rewards
What’s the alternative? It’s a question we sometimes ask relative to many aspects of our lives, but as it specifically applies to traditional retirement, Emily Brandon’s piece on usnews.com outlines six creative alternatives in smart, succinct fashion: “A retirement...
Sep 15, 2014 | Planning for Longevity, Retirement Plans, Risk and Rewards
It may be true that most financial advisors have most of the answers on pretty much all investment and/or retirement issues, but Kevin. F. McCormack, president of Pension Parameters Financial Services, Inc., finds it striking how many questions clients pondering...
