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...

April 16, 2018

For nearly every American, Social Security is the foundation for their retirement. Many retirees are anxious to get the benefit started as soon as possible but this can often be a poor choice in strategy. There are many strategic benefits to delaying when you start Social Security depending on your personal situation. First and foremost i...

March 19, 2018

Can you retire before the age of 59.5?  The quick answer is maybe, but many mistakenly believe that they simply cannot leave their job and access the retirement accounts before this age. In fact, while the IRS has a general rule that imposes a 10% penalty on accessing your retirement accounts before 59.5, there are many exceptions that al...

April 17, 2017

California is a wonderful and expensive place to live.  It has incredible beauty, amazing weather, and some of the highest tax rates in the country.  And with the anticipated cuts in the federal tax rates, the rates in California are starting to look even higher.  If you are one of the thousands of retirees considering whether to leave th...

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