Posts by Patrick Strubbe
How a Divorce Can Affect Your Retirement
The divorce is being called the most expensive divorce in recent history, the divorce of Amazon CEO & Founder, Jeff Bezos and his wife. While his divorce could be expensive,…
Read MoreSo You’re Retiring In A Few Years…
Congratulations you are closing in on your target retirement date! While the bulk of your retirement prep work and heavy lifting should be completed by the time you’re still a…
Read MoreGetting A Mortgage In Retirement
It’s not so uncommon when you hear someone who retired wanting to pack up their things and move. While it can be an exhilarating time, it can also be rather…
Read MoreFinancial Goals for 2019
2018 was an up-and-down year for many Americans. The stock market boomed, and then it busted. No one knows what is on the horizon for 2019, but it doesn’t hurt…
Read More2019 Catch Up Contributions Increase
Arm yourself to save more for your retirement in 2019! The Treasury has announced inflation-adjusted numbers for retirement savings for 2019, as well as a lot of changes that will…
Read More2018 Year End Contribution Reminders
Tax season comes quickly after the year comes to a close. In 2018, a few changes have occurred due to legislation that was created by the Tax Cuts and Jobs…
Read MoreWhat You Should Know About 2018 Qualified Charitable Distributions
You have until December 31 to do a qualified charitable distribution (QCD) for 2018. This is an effective tax strategy that many individuals are overlooking. A QCD is worth considering…
Read MoreRetirement Planning & Holiday Spending
You’ve spent the better part of your working years planning for your comfortable retirement. As you celebrated your last official day of work, you already had a pretty good idea…
Read More2019: Contribute More Toward Your Retirement
Planning for retirement will be easier for those contributing to in 2019! Recent changes to a list of savings accounts are going to yield higher returns for savers in the…
Read MoreMedicare Fall Open Enrollment Ends Soon
Time is almost up for this years Medicare Open Enrollment period. You have until the 7th of December to modify your existing Medicare plans. In this period you can enroll…
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