Published Articles

 
 

The SECURE Act

The Gong - Winter 2021

Life Insurance Riders that Pay for Long-Term Care

The Gong - Fall 2019

Choosing a Beneficiary for Your IRA/401(k)/Deferred Compensation 

The Gong - Summer 2019

Facing the Possibility of Incapacity

Disabled and Retired Firefighters - Spring 2019
Disabled and Retired Firefighters-Spring 2018

Filal Laws Could Put Retirees on the Hook For Parents' Health-Care Costs

Disabled and Retired Firefighters - Spring 2018
Disabled and Retired Firefighters-Spring 2018

3 Sure Ways to Destroy Your Retirement Accounts

The Gong - Fall 2017
The Gong-Fall 2017

5 Strategies to Reduce Required Minimum Distributions (RMD's)

Disabled and Retired Firefighters - Fall 2017

Disabled and Retired Firefighters-Fall 2017

Do I Have to File an Amended Return?

Disabled and Retired Firefighters - Spring 2017
Disabled and Retired Firefighters - Spring 2017

What is Holistic Financial Planning?

The Gong - Winter 2016

The Gong-Winter 2016

Protecting the Bank of Mom and Dad

The Gong - Fall 2016
The Gong-Fall 2016

The Problem With Averages

The Gong - Summer 2016
The Gong-Summer 2016

Avoiding "Pretax" Retirement Plan Spousal Beneficiary Mistakes in 5 Easy Steps

Disabled and Retired Firefighters - Spring 2016
Disabled and Retired Firefighters-Spring 2016

Is Financial Health Straining Your Fire Department's Physical Well-Being?

The Gong - Fall 2015
The Gong-Fall 2015

10 Facts About RMD's That Every Owner Should Know

Disabled and Retired Firefighters - Fall 2015
Disabled and Retired Firefighters-Fall 2015