Obamacare is pretty bad - so bad that many Oklahomans saw marketplace premiums go up by 67% this year.
Most people are surprised to learn that I do not like roller coasters. Not at all. So much, that I’ve been known to bring a book along to a group trip to Frontier City or Six Flags. Even though my mind knows they’re safe, my stomach often disagrees, so I generally prefer to skip the lines and relax in the sunshine.
As this bizarre investment year comes to a close, disciplined equity investors are kicked back enjoying their well-deserved double-digit returns. This is quite the change from the investing environment of early 2016, when fears about China, US rate hikes, and steadily plummeting oil prices caused the S&P 500 to fall 9% in the first six weeks of trading.
Read the full article here: Older boomers face IRA withdrawals or a 50% tax
As we move into the fall, it's time to start thinking about Required Minimum Distributions (RMDs) from IRAs. A few things to keep in mind:
This isn’t our parents’ or grandparents’ retirement anymore. Just a few decades ago, many retirees enjoyed the full benefits of the “three-legged stool” of retirement provide by guaranteed pension payments, savings, and Social Security.
Well it’s tax time again, and it always seems as we near the dreaded April 15th deadline, the weather suddenly turns perfect, and fooling with taxes is the last thing you or I want to worry about.
It's my belief that humor can be motivating, draws us together, and allows us to view our lives from another's perspective. I hope you enjoy this assortment of quotes relative to how others have viewed retirement.
“The best time to start thinking about your retirement is before the boss does.” - Anonymous
One of the most fundamental tenets of financial planning we faithfully apply in our work with our clients is to Plan for the Expected, and Prepare for the Unexpected. Our many years in practice have provided us with continuous reminders that life-unexpected happens with the potential to derail the best laid plans for the expected.