Retirement

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The Roth IRA…The Greatest Thing Since Sliced Bread

By: Nancy D. McKee, CFP®

My mother was well known for her prolific use of expressions: “Money doesn’t grow on trees,” and “If wishes were horses, beggars would ride.”  Sometimes we knew what she was inferring, but other times her sayings […]

Utilizing Low Income Years After Retirement

By: Ralph S. Boyd, Jr., CFP®

Planning options prior to Social Security and Required Minimum Distributions

We often receive questions from clients concerning the decision to delay social security benefits until the maximum age of 70.  This is a decision that requires […]