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Retirement

Just in Case

Late in life job loss can be devastating on many fronts. One area we haven’t discussed before is a different use of an annuity you ...
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Basic
Retirement

Challenges of Aging

Planning for the challenges of aging is one of those situations we are probably inclined not to want to think about, either for ourselves or ...
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Blue
Retirement

Scams

We wanted to bring to your attention the recent increase in social media scams designed to entice you into fraudulent financial activities.  We have probably ...
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Uncategorized

Not Just For Men 

It’s crucial for women to plan and take control of their finances just as much as it is for men. When an “if only” happens, ...
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Messina
Uncategorized

RMD Timing

There have been some recent discussions about what the best way is to take out your RMD, and whether it is better to take it ...
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