Logic Corner

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…

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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…

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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…

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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…

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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…

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We’ve moved our Ridgeland office!

March 08, 2018

We are now conveniently located at The Township in Ridgeland. With easier, direct access parking, plenty of dining and shopping options before (or after) we meet – you’ll love our new location as much as we do!

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