March 28, 2019

The Retirement Sweet Spot

There are many decisions that need to made between the ages of 50 and 70 ½.  These are the ages where lifetime events occur. 50 – Eligible for making additional retirement catch up contributions in addition to the maximum contributions. […]
March 28, 2019

The Digital Estate

A new concept with the advent of an online lifestyle is that your successor or executor is going to have a difficult time settling your affairs if all your passwords are not available and all your financial information is online.  […]