Have You Reviewed Your Earnings Record? Social Security is a topic that starts to come into conversation as retirement approaches – When can I start to receive benefits? How much will my benefit be? What about my spouse’s benefit? In addition to discussing and reviewing…
Vacation Temptation With the first day of summer less than a week away, it’s likely that you have some kind of vacation or relaxation days on your calendar in the next few months. Depending on how you choose to Live Big®, the vacation may involve…
Health Care Costs in Retirement – Projecting for an Uncertain Future Financial Planning is a profession full of unknowns – you don’t know how the market will perform, you don’t know exactly how much you’ll spend in retirement, and you definitely don’t know what your…
National 529 College Savings Plan Day Planning for higher education costs is frequently a topic we discuss with our Clients. It can be tricky to decide when and how to start saving because of the unknown factors that make estimating college costs challenging. We have…
Three Questions to Ask Yourself When Saving for a Large Purchase Saving for your next large purchase gives you an exciting goal to look forward to, although it isn’t always easy. Just like pursuing any goal, there are trade-offs to consider. Unless you’re expecting to…
Financial Decisions During a Divorce Dealing with your finances may be the last thing on your mind when going through a divorce, or it may be the first. Regardless of the order, deciding how the couple’s assets will be split is one of the biggest…
Short Take: Is the Stock Market Expensive? Ever since the Dow crossed the 20,000 mark, we’ve been hearing from various quarters that the party is, most assuredly, over. As we noted at the time (Market Note: Dow 20,000), that milestone is just a number. That…
Cash Flow Trackers: How to Make Them Work for You How much did you spend at the grocery store last week? What about at restaurants last month? Or on clothes this year? You probably have only a very general idea of the answers to these…
Tips to Thwart Tax Thieves Protecting your identity and your taxes can feel like an uphill battle. Each year around this time, we like to share reminders of best practices to keep your identity safe as awareness is a key component to protecting your identity….
Five Things to Know About Required Minimum Distributions Last time in this space, we shared details about Yeske Buie’s process for managing required minimum distributions (RMDs) in Client accounts. Today, we’d like to share a few notes about RMD distribution timing and strategies for those…