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We help individuals and families pursue their ideal retirements.

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…

Could Your Retirement Be Delayed?

By Bill Aldrich | March 29, 2019 |

Many people spend years dreaming about the day they will retire. They envision spending time in their vacation home’s with their family and friends at their sides. However, for some,…

At 59 ½ – You Can Take Control!

By Bill Aldrich | March 24, 2019 |

Before you turn 60 years old, your 401k plan has a set up that you may want to take advantage of. In the past, there has been a lot of…

How Does Your Retirement Income Compare?

By Bill Aldrich | March 18, 2019 |

With each passing year, more baby boomers are reaching retirement age. There is a lot of discussion surrounding the management of retirement savings and how to turn this money into…