It’s taken you a lifetime to build, and one day you will depend on it for the rest of your life: Your Retirement Nest Egg.

1 Critical Mistake to Avoid When You Retire

August 21, 2017

Kiplinger – The closer you get to retirement, the more power the stock market potentially has over you. A steep drop at the wrong time…

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Super Bowl LI’s Subtle Investment Advice – Did You Miss It?

February 21, 2017

It was an amazing game, and, admittedly, I spent most of it in a state of borderline depression and then bewilderment. But as agonizing as…

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4 Ways to Avoid RMDs

February 1, 2017

I know you hate them. So why pay them? RMDs, also known as Required Minimum Distributions, are the bane of many a retiree. Once you…

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You Might Run Out of Money in Retirement Without This

January 10, 2017

A pension – there’s no great mystery here. People are living longer than ever. In the United States, people over the age of 85 represent the…

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How Congress Ruined Social Security

August 16, 2016

You don’t know what you’ve got till it’s gone … In less than three months, we’ll have a new president. But November 2016 will also…

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The 5 Essential Elements of a Retirement Plan

August 11, 2016

 “You’re making me nervous!” Worse things have definitely been said in our office, but would it surprise you to know this is exactly the response…

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Pay Off The #@$! Mortgage

June 24, 2016

You’ve probably wondered about it at least once. When your budget finds an extra dollar, is it better put to use paying down the mortgage…

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Who will inherit more of your estate, the kids or Uncle Sam? The difference is often a Stretch IRA.

April 15, 2016

By Michael R. Panico, CFP® We talk a lot about inheritance and estate protection at our workshops. Those planning for retirement often express the desire…

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