October 28, 2019

New retirement legislation, known as the SECURE Act, has passed in the House of Representatives, has bipartisan support in the Senate, and is showing promising signs of becoming law by the end of 2019.  The law makes several significant changes to retirement accounts, including pushing back Required Minimum Distributions from age 70 ½ to...

October 21, 2019

Do you remember when you first graduated from High School or College?  Most of us were filled with a strange mixture of fear and excitement.  We were nostalgic as we remembered the good times we had, and the friends we made.  We were also glad to finally be ‘done’ and excited for the next phase of our lives, full of hope and goals for car...

September 30, 2019

Filing for Social Security too early is one of the biggest mistakes that retirees make.  While it is tempting to file early to receive a little extra cash a little sooner, taking an early benefit will result in a reduced benefit for the rest of your life.  For most retirees it is better to let the portfolio bridge the gap, allowing Social...

September 23, 2019

It is popular to criticize California for its high taxes, and rightfully so.  Californian’s enjoy one of the highest income tax rates, highest sales tax rates, highest fuel tax rates, and more, which is why many retirees choose to leave the state.  Nonetheless, for those of us who choose to stay and retire here, there are a few tax laws t...

August 26, 2019

If you are planning to retire within the next 5 years or less, then it is time to get serious about getting ready.  Retirement can be a stressful event, but if you plan well it can be exciting, rejuvenating, liberating and yes, maybe even downright fun.  Here are 5 key steps that you can take right now to make sure that you are on track t...

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