Timeline

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Timeline2013-05-24T20:06:42+00:00

February 2018

Women and Retirement Planning – Part 2

Plan for Income in Retirement Do you worry about outliving your retirement income? Unfortunately, that’s a real concern for many women. At age 65, women can expect to live, on average, an additional 20.6 years. In [...]

Women and Retirement Planning – Part 1

Women face special challenges when planning for retirement. Often their careers are interrupted to care for children or elderly parents. Women may spend less time in the workforce and earn less money than men in [...]

January 2018

3 Differences Between Roth IRAs and Life Insurance

Life insurance and Roth IRAs have a basic structure in common. They are both wealth transfer tools that help facilitate an efficient transfer of assets from one generation to the next, and they both can [...]

Happy Birthday Roth!

Roth IRA’s turn 20 this month. In 1998, 20 years ago Congress, passed the Taxpayer Relief Act, creating the Roth IRA, named for Senator William Roth who sponsored the legislation. We all know that Roth’s [...]

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