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We help individuals and families pursue their ideal retirements.

What To Do When You Inherit Your Parents’ House 

By Paula Miles | October 31, 2019 | 0 Comments

The largest wealth transfer in the history of the world is currently in process. It’s estimated that around $68 trillion will switch hands over the next 25 years. Baby Boomers are currently retiring, and many of them will pass away within the next few years. Much of this wealth will be tied up in family…

Protect Retirement Savings Against Long Term Care Needs

By Paula Miles | October 31, 2019 | 0 Comments

Unfortunately, it’s a very real possibility that you or someone you love may need long term care at some point. Your retirement savings may have to go toward that care, but you will want to ensure that this money is protected. A good way to keep your retirement savings secure could be a long term…

Avoid Required Minimum Distribution Mistakes

By Paula Miles | October 31, 2019 | 0 Comments

If you’re approaching retirement or already retired, you may have a traditional IRA, SIMPLE IRA, or SEP. If you do, at a specific age you must take a minimum distribution. This minimum distribution is required by the government when you reach the age of 70 ½. It is not only done one time but this…

Should You Delay Retirement?

By Paula Miles | October 1, 2019 | 0 Comments

Retirement is a dream for many Americans. Sure, there are people like Warren Buffett who love to work. Most people do not. If you’re one of those people who want to retire, the question arises of when a good time to retire might be. Some people will be fine retiring next week while some should wait for a…

September is Life Insurance Awareness Month

By Paula Miles | September 10, 2019 | 0 Comments

September is Life Insurance Awareness Month, which gives us a reason to talk about a subject that some try to avoid. Life insurance can conjure up dark images. Many people are jarred into realizing the importance of buying life insurance after a close friend or family member passes away, or even after hearing a news…

Recession and Retirement

By Paula Miles | September 6, 2019 | 0 Comments

There has been a lot of chatter recently by economists and news outlets using the word “recession”. Understanding that it could happen and understanding how to handle it are different matters. If you are someone who is nearing retirement or in retirement and don’t have a Downside Risk Protection strategy, you may be right to worry.…

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