If you’re near retirement and have a pension, you may be considering a pension max strategy. With all the variables involved, it can be challenging to determine if it’s really in your best interest. First – what is pension max? Pension max is used by married couples to increase their net … [Read more...]
Archives for December 2009
Quoted in Kiplinger Personal Finance Magazine
I was recently quoted in "4 Ways to Trim Your Spending" by Laura Cohn in the January 2010 issue of Kiplinger Personal Finance Magazine. Laura and I discussed that having one or two areas of luxury in your life is not a bad thing -- it's actually a good thing because it helps avoid a sense of … [Read more...]
December 2009 Newsletter
The December 2009 newsletter is now available. It includes a market update, tips on tracking your expenses, year-end investing moves designed to save on taxes, and more. Click here to read the newsletter. … [Read more...]
2010 Key Numbers
The key numbers guide from Forefield has been updated for 2010. Not a lot of changes from last year, but still a convenient reference. It includes limits on retirement plan contributions, tax brackets, tax credit and deduction phase-outs, social security benefits, medicare, and much more. 2010 … [Read more...]