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When You Should NOT Rollover Your 401K

When you Should NOT Rollover Your 401k/TSP into a Self-Directed IRA Many advisers automatically suggest that at retirement everyone should exit their employer sponsored plan and immediately invest in a Rollover IRA (with the adviser’s firm).  Yes, you (or ultimately...

Tax Help for Those Who Want to Save

It can be difficult for young people to save money and plan for their future retirement due to the many other competing financial choices that present themselves. A little known tax break can provide a big boost to low-income earners, such as young adult children. The...

2017 Social Security Strategies

The Social Security wage base will be increased to $127,200 in 2017.  This is a $8,700 increase over the current wage base.  The Social Security tax of 6.2% and the Medicare tax of 1.45% will be applied to compensation up to those levels and paid by each employee. ...

If I Were a Millennial…

What Would I Do? If I were a Millennial, which I am not, what advice would I like to receive today that would help me enjoy a successful career, a successful life, and happiness and contentment?  As a Baby Boomer we have seen plenty of good times and some rather scary...