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Category Archives: General

Top Financial Items to Consider for Your Family by the Age of…

Do I have a financial plan today, built to withstand the uncertainty of tomorrow? A common question retirees face as they navigate the ebbs and flows of today’s market. Since the early 2000’s countless individuals have been working to plan … Continue reading

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Investment Managers Named #1 Fund By Wall Street Journal

Managers at Zevenbergen, whose Genea Fund posted a 121% gain for the 12 months to win the Winners’ Circle crown: Brooke de Boutray, Anthony Zackery, Leslie Tubbs, Joe Dennison, Nancy Zevenbergen. PHOTO CREDIT: ZEVENBERGEN FUNDS & WSJ The Wall Street … Continue reading

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I have multiple IRA’s and a 401K’s, how do I know how…

This is a great question and too many people make mistakes when taking or NOT taking their RMD’s and guess what the IRS fines you with a nice penalty and that is 50% of what your RMD should be. So … Continue reading

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What are my options to protect my assets on a possible Long…

This the #2 concern we all have as we get older. 2nd to the number #1 concern of ‘running out of money’. There are a few ways to protect assets, and these depend on each individual or couple as to … Continue reading

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Should I have Life Insurance at my age?

Great question. But, there is not a standard answer. Again this is an individual case by case discussion. Some reasons to have life insurance in our older years is to replace assets or income that could be lost when we … Continue reading

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Should I be converting any of my IRA dollars to ROTH IRA’s?

Let’s face it we don’t know what taxes will be in the future, and we all want to pay less in taxes. So a decision to convert IRA dollars to ROTH IRA dollars takes some planning and tax forecasting. The … Continue reading

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Should I own an Annuity?

Annuities are an investment tool like a Stock, CD, or a Bond. They serve a purpose. Annuities that we use in our planning do 3 things: Protect your principal from stock market down turns Provide you with growth linking your … Continue reading

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