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Financially Empowering Widows

Last updated on April 13th, 2022 at 02:10 pmRETHINKING65 (November 2021) Widows often feel overwhelmed, frightened, angry and disconnected — like many of us have …

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Tax Arbitrage Strategy – Roth Conversion

The decision to initiate a Roth IRA conversion depends on your family’s financial situation. It should consider enhancing your long-term portfolio value, reducing your lifetime tax obligations, reducing your lifetime Medicare premiums, aligning with your estate planning goals, creating more flexibility in the future.

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The Investor’s Dilemma

Most individual investors’ portfolios include only two asset classes: public domestic equities and bonds, the “risky” and “safe” asset classes, respectively. This traditional portfolio (colloquially referred to as the “60 / 40” reflecting a typical allocation to equities and bonds) did not perform well from 2000 – 2010 but did well over the most recent ten years from 2011 – 2021. 

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Retirement Planning and Social Security Claiming Strategy

One of the biggest questions on our client’s minds is “when can I retire?” followed by a second question, “do I have enough savings to retire?”.

What’s the Best Way to Save for My Grand Children?

Last updated on March 23rd, 2022 at 09:16 pmNJ.com (Sept 2, 2021) — When I was a kid, I had a passbook savings account that …

Can I get Social Security from my wife and myself at the same time?

Last updated on March 23rd, 2022 at 09:13 pmNJ.Com (August 31, 2021) — My wife is four years older than me and she started collecting …

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