News & Resources – Articles 2018-11-29T18:24:53+00:00

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Planning For Retirement Health Care Expenses

Most pre-retirees badly underestimate their health care costs in retirement. While no individual has any idea what his health care needs are at some distant point, a look at the averages is pretty frightening. Medicare has significant gaps in coverage. Let’s say a couple both age 65 retired today. They would need an additional $285,000 to cover their health costs [...]

By | August 13th, 2020|

I’m From the IRS, And I’m Here To Help. No Really!

As part of an extraordinary effort by the Government to nurse us through the pandemic, the IRS has further relaxed rules on Required Minimum Distributions (RMD) for IRAs, 401(k)s or any other defined contribution plan. More than just a very few people don’t need and don’t want the forced distribution from their retirement accounts. For those people, it’s especially annoying [...]

By | June 25th, 2020|

Oil Below Zero! How Did That Happen? What Does It Mean?

In the normal course of events oil gets pumped out of the ground and put into a complex supply chain consisting of pipelines, tanks, tanker ships, refineries, more tanks, tank trucks and underground tanks at your gas station before it’s pumped into your car’s tank as the last stop before being converted into deadly emissions. It’s pumped into one end [...]

By | April 22nd, 2020|

CARES Act Liberalizes 401(k) Withdrawals

Provisions for loans or withdrawals from 401(k) plans have been relaxed for 2020. You can now borrow up to $100,000 or 100% of your balance and pay it back over time. Previously you could borrow $50,000 or 50% of your balance. And now you can suspend payments for 2020. You will still pay interest on the loan (to your account), [...]

By | April 20th, 2020|

A lifeline for businesses impacted by COVID-19 closures

COVID-19 AND YOUR BUSINESS Global governments are deliberately shutting down large parts of their economies in an attempt to slow the spread of the Corona Virus. This is unprecedented and disruptive.  To help companies get through this critical time, the state of Florida and the Federal Government are putting resources in place to help stimulate the economy and help [...]

By | March 24th, 2020|


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