Debt Talks Target Cost Of Living – Social Security Falls Further Behind
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To solve the deficit reduction riddle, Obama reportedly is embracing an idea that purports to raise tax revenue without a tax hike and claims to cut Social Security outlays without cutting benefits. Better check your wallet.

How To Cut Taxes On Your IRA Withdrawals
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This article from Donald Jay Korn for Investor’s Business Daily describes the benefits of advance tax planning to reduce the tax bite that is inevitable as you grow older and required minimum distributions (RMDs) become a larger portion of your retirement account.

Assessing Your Finances At Age 50
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For many people 50 is a milestone that reminds us to stop and reevaluate. There is still time for a whole new life of significance.

Regular Adjustments Maximize Retirement Success
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Retirement planning consists of a wild scatter plot of potential projections. Navigating successfully through possible outcomes requires regular corrections and adjustments.

Video: Financial New Years Resolutions
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Few of us are disciplined enough to accomplish all our resolutions without help.

Video: Retirement Wisdom – Plan Ahead
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Most families have not planned for their retirement. They may save toward their retirement, but without a plan their saving is random and haphazard. Retirement decisions today can only be made in the context of accurate math projections that span … Read More

Women Have Unique Financial Needs
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Retirement planning is even more crucial for women than for men.

Radio: Retirement, Are You Ready?
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David Marotta discusses retirement and how to avoid several common pitfalls in planning for the last 30 years of your life.

Taking Early Retirement Withdrawals
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Eight exceptions to the age 59.5 rule allow for penalty-free withdrawals.

What the Rich Know and the Poor Do Not
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How much should I save this month? What return did I earn last year?

Roth IRA vs. the Traditional IRA
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Historically income taxes have not been this low since 1931.

VRS: A Bird in Hand or Two in the Bush?
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Many people in this situation would choose the quick cash.

Creating A Ladder for Retirement Income
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Like the iron rods in sailing ships, bonds keep your portfolio upright in stormy weather.

Fifty+ Retirement Investing – Part 3
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We are gradually becoming our grandparents.

Fifty+ Retirement Products – Part 2
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Marketing promises and good friends often cloud the facts.

Fifty+ Retirement Planning – Part 1
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Many people are afraid of having their retirement progress assessed.

Look Over Your Tax Return
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Decreasing your standard of living is the quickest path toward retirement.

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