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We help individuals and families pursue their ideal retirements.

Your 2019 IRA Guide

By Bill Aldrich | June 29, 2019 |

When it comes to retirement savings, one of the best options available to those who don’t have a workplace retirement plan is an IRA. These savings vehicles allow for future…

Is Your Pension at Risk?

By Bill Aldrich | June 23, 2019 |

Everyone faces the concept of retirement at some point. The closer an individual gets to retirement age, the more concerned he may become about his ability to live comfortably after…

Take a Summer vacation… for your mental health!

By Bill Aldrich | June 23, 2019 |

The Forty-hour work week paired with a busy schedule tends to be a recipe for stress and burn out. While practicing daily self-care in small increments is an important piece…

Probate & Your Retirement Accounts 

By Bill Aldrich | June 17, 2019 |

Planning for retirement allows for many considerations and avoiding Probate is one of them.  The good news is if you own a retirement account and have named beneficiaries, the account…

Bill on Big Changes to U.S. Retirement System Moves to Senate

By Bill Aldrich | June 2, 2019 |

The Setting Every Community Up for Retirement Enhancement Act (SECURE Act) recently passed in the House of Representatives by a margin of 417-3 last Thursday. The bill is slated to…

Top 10 Important Ages for Retirement Planning

By Bill Aldrich | May 26, 2019 |

It is never too early to begin thinking about retirement. Even if that season of life is decades away for you, the financial decisions that you make now can have…

UPDATE: 2019 – 401(k) and IRA Limits

By Bill Aldrich | May 19, 2019 |

Although we assume many of our readers know what a 401(k) and an IRA are, let’s cover these quickly. What is a 401(k)? 401(k) retirement, savings, and investment accounts are…

Preparing For Incapacity & Long Term Care

By Bill Aldrich | May 14, 2019 |

  Individuals working for years and planning for retirement ultimately lead to be dynamic go-getters who don’t want to think about the limitations and possible incapacitations of old age. However,…

Top Asked Social Security Benefit Questions

By Bill Aldrich | May 6, 2019 |

Social Security is one of the main benefit programs for workers in the United States. At some point, almost everyone will collect something from Social Security. If you are getting…

Your Tax Return & Your Retirement

By Bill Aldrich | April 25, 2019 |

This years tax deadline is behind us. If you received a refund, what’s your plan? Some taxpayers choose to spend the entire check on clothing, shoes, and their appearance.  They…

Retirement Reform in 2019

By Bill Aldrich | April 14, 2019 |

Two years ago, the current government built their own mark on the United States with what some call the most necessary and important tax reform. The retirement reform that they…

Taxes & Your Retirement Years

By Bill Aldrich | April 7, 2019 |

Taxes are on the minds of many as we just passed the 2019 tax deadline.   Unfortunately, many retirees every year fail to properly account for taxes when deciding things…