When can I retire? How much can I spend? What does my future look like? This article breaks down six key financial planning questions and how a CERTIFIED FINANCIAL PLANNER® helps you answer them. No...
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In my previous blog, I shared some of the virtual activities that have brightened my day since Covid began, including several offerings through Coursera, an online library of courses from universities and companies. In one...
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2020 has been a challenging year. For those subject to retirement account required minimum distributions (RMDs), the challenges of tracking them will continue far past the arrival of a vaccine for Coronavirus. It helps to...
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HTG friend Richard Bobbe greets his 100th birthday with gratefulness and good humor. In “Ruminations” he looks back on his fortuitous life and shares his reflections – so inspiring we had to share. Many years...
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The United States has been clobbered by the impact of Covid-19 and its associated economic effects. To provide some relief, the government has implemented a myriad of programs which are likely to have broad reach,...
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In my earlier blog, I covered the major new provisions of the SECURE Act. One of the biggest changes involved the curtailment of the time an inherited IRA could continue its deferral, raising the question-...
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On December 20, 2019, Congress passed legislation making significant changes to the rules that apply to many of our favorite retirement plans. Nicknamed “the SECURE Act,” this new federal law will touch many of our...
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My father, Frank Sherwood, passed away recently, missing his 99th birthday by a month. He was a distinguished scholar and professor of Public Administration, but he started his work-life as a journalist and newspaper owner....
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For Americans contemplating retirement, the future cost of health care continues to be a significant uncertainty. While healthcare inflation has decreased since the early 2000s, medical cost increases still outpace general inflation. Experts believe that...
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I just celebrated a milestone birthday. I can no longer check the 50-59 box on surveys and forms. That’s right the big 6-0. Honestly, I had some trouble embracing this birthday. Keith Richards said, “No...
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