Monthly Archives: December 2014

Living Longer: Some Unconventional, but Practical, Year-End Advice

2014-12-10T14:31:40+00:00

As we begin to say farewell to 2014, many are focused on the performance of their investment portfolios and planning for the year to come, but I’ll let the experts guide us through the annual financial and tax-related laundry lists, and instead take an unconventional, but hopefully constructive, approach to helping you prepare for the [...]

Hit the Roth, Jack

2014-12-01T14:30:44+00:00

A friend of mine (let’s call him Jack) recently stated that since I'm constantly bloviating about Medicare surcharges, I should explain how he might be impacted when he retires. "Ron, Help me understand how this ‘savings trap’ will affect me and give it to me straight," he said solemnly. "I wouldn't have it any other [...]