Listen to Retirement Matters, Now!

Recently, Andrew was invited to be the guest expert on “Retirement Matters” with host, Buck Blanton.  The radio webcast aired this past Monday, April 4th…

Financial Goals are like Dieting

We all work hard to keep our personal resolutions through the start of a new year.  What we often overlook is how we should extend those goals to financial and, specifically, retirement…

Is it time for your Financial Checkup?

Every year, you get poked and prodded by your doctor to ensure you’re in good health. You should take similar care of your financial well-being…

So You’re Retired – Now What?

Most qualified retirement plans offer significant tax benefits - if you're willing to follow a few IRS-specified rules, that is. The federal government wants to...

How Social Security Works

The Social Security program was signed into law in 1935 after the nation had endured more than a half-decade of the Great Depression. It was...

Retirement Expenses

Market Math Made Simple How Living Expenses Change During Retirement There are some upsides to being a retiree - senior discounts, lower taxes, subsidized healthcare, and regular Social Security...

Bridging The Income Gap

Social Security was never designed to be an individual's sole source of retirement income. Instead, it was meant to bridge the gap between people's income...

IRA Conversions

The Roth IRA offers a number of advantages over its traditional counterpart. These include: Tax-free distributions at retirement Ability to continue making contributions beyond age...

Retirement Basics

Planning for The "Golden Years" There's a saying that if you have your health, you have everything. Well, that's not exactly true - without adequate...