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NBC: “The most important advice from current to future retirees”

Posted on March 12, 2018

Have you ever wondered about retirement and what wisdom current retirees would share? MoneyTips conducted a survey with current retirees and took a few of my responses for an NBC article called “The most important advice from current to future retirees.” The survey asked two questions to retirees: “Based on your own experience, what is… Read more »

Money US News: “Never Retire: Why People Are Still Working in Their 70s and 80s”

Posted on August 3, 2018

Retirement isn’t meant for everybody. I have many clients who could retire and don’t. Some people prefer to keep working because of the contentment they receive from that workplace/organization. Rodney Brooks interviewed me in his article, “Never Retire: Why People Are Still Working in Their 70s and 80s” where I shared a story about a… Read more »

What is Succession Planning: Everything You Need to Know

Posted on May 22, 2017

It takes a forward-looking individual to launch and build a small business—someone with a rock-solid commitment to investing time and money in an organization based on its potential for future rewards. So it’s a bit ironic that, according to the Small Business Administration, only 30 percent of small-business owners have done any succession planning, let… Read more »

In the news: What’s the Difference Between a 401(k) and a 403(b)?

In the news: What’s the Difference Between a 401(k) and a 403(b)?

Posted on May 3, 2017

Planning for retirement often involves multiple different types of retirement accounts, and as an advisor I help my clients understand the differences between them. DailyWorth’s Rachel Morgan Cautero reached out to me to help her readers understand the differences between 401(k) and a 403(b) plans. Rachel does a good job of clearly outlining the main… Read more »

portrait with parents

Should You Roll Over Your 401(k) to an IRA?

Posted on April 18, 2017

The decision on whether or not to perform a 401(k) rollover often involves more variables than most people realize. The first question people should ask themselves is why they would be doing this. Is it to have more control over their retirement assets? Perhaps less? Is it to have lower fees or perhaps more investment… Read more »