Logic Corner

When Good Markets Go Bad

October 10, 2019

We know markets will cycle – we just don’t know when. Having professional advice and an investment plan can keep emotions in check when panic and confusion threaten….

Read more of When Good Markets Go Bad

Basics of Required Minimum Distributions

October 08, 2019

The IRS lets investors hold off taxes on certain retirement accounts – but not forever. Congress encourages Americans to save for retirement by investing in tax-deferred accounts where…

Read more of Basics of Required Minimum Distributions

Impact of Health Care on Retirement

Will health issues force you to retire earlier or spend your nest egg quicker than you planned? Nearly half of Americans retire sooner than they expected, most of…

Read more of Impact of Health Care on Retirement

The Risk of Living Too Long

Think accumulating assets to fund your retirement has been difficult? Just wait until the time comes to begin distributing these assets. Most of us view risk and risk…

Read more of The Risk of Living Too Long

The Wobbly Stool

The “three legged stool” has long been the approach to retirement planning. But many Americans don’t even have a stool, and for some who do, the stool is…

Read more of The Wobbly Stool

Keep on Rollin’: Working After Retirement

By continuing to work after retirement, baby boomers are poised to single-handedly change the way we look at our golden years. The Rolling Stones. Their band name alone…

Read more of Keep on Rollin’: Working After Retirement

Register Now








* required

Register Now








* required