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Emotional Side of Retirement

There’s a children’s book called, “Stan the Hot Dog Man.”(1)  It’s about a man who works at a bakery for his entire life. When it comes time to celebrate his retirement, he doesn’t wonder what he will do next because he already has a plan. He buys a hot dog truck and...

Funding the Kids – A Retirement Mistake?

How do we get children to use their own resources to “truly fly on their own?” This is an important question, for those who want to keep their kids from “blowing up” their retirement, or for high net worth families who want to develop children that can lead...

Required Minimum Distributions (RMDs)

“What now?”  Eight Ways to Handle Income from Required Minimum Distributions The other day, a client said to me, “When I opened my IRA, I remember you saying something about RMDs, but when I heard age 70 ½, I tuned out the rest. Well, 70 snuck up on me and...

Market Insight

Headlines Matter Again for Investors Recall our theme for 2018 has been “Making Volatility Great Again”.  The past two months certainly fit the bill.  How did we know?  It’s not too difficult when 2017 was the least volatile stock market on record.  The largest...