August 16, 2016 - The Retirement Earnings Test (RET) can affect your cash flow and budget, but benefits are not lost forever.
July 5, 2016 - The CFP® marks and NAPFA membership make a powerful combination of proven ability and commitment to you, the client.
May 24, 2016 - New rule improves investor protection, but more should be done.
March 29, 2016 - Do not sacrifice efficiency for simplicity.
February 9, 2016 - Each new tax year could provide a great opportunity to convert funds from a traditional IRA to a Roth IRA, but the decision can involve many moving parts and should be evaluated carefully.