Blogs

Two Sides of Money

One of the primary comments of the Retiring Well philosophy is there are two sides to money. What are the two sides of money and how do they affect our financial decision- making?

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Know Your RMD Rules for IRAs in 2021

Since late 2019, two significant pieces of legislation have changed some of the rules for required minimum distributions (RMDs) for retirees and other IRA beneficiaries. If RMDs impact you, keep these key rules top of mind for 2021.

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Business Owners and Aviators: Hazardous Attitudes Lead To Failed Decision Making

pilot in a private plane

As a pilot, I make hundreds of decisions on a single flight to get my family safely to our destination.  Some of those decisions are conscious, and some are not.  They all, however, are influenced by internal and external factors.  Most importantly, they are influenced by experience and by attitude. 

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Consider a 529 Plan to Help Cover College Costs for Grandchildren

For those looking to help cover the rising cost of higher education for their grandchildren, Chase Mouchet shares the 5 key features and benefits of the 529 Plan and why it may be a great tool to consider.

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Going Global

An international work assignment is often seen as a big career boost. But has the remote work trend eliminated the need for "boots on the ground" overseas? Lisa meets with Lisa Burkard, Managing Director of Spectrum Group Consulting to discuss what's happening.

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Widows with wealth: Managing money after losing a spouse

There are an estimated 11.2 million widowed individuals across the nation, according to the U.S. census, most of them women. Those who are affluent often initially face one of two financial challenges: having too little cash or too much. Here are the four steps you should take in the first year as a widow to manage cash well...

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The Perseverance Rover and Landing Your Retirement

While your retirement may not have the same price tag, mileage, or objective as the Perseverance rover mission, there are a few crucial components for a successful landing into retirement.  Here are a few to keep in mind...

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Tips for Filing Your 2020 Taxes

taking stock with lisa brown podcast

Just when you thought 2020 was in the rear-view mirror... it's tax time! Lisa talks with CPA Doug Neal, Tax Principal at Windham Brannon, about steps you can still take to minimize your tax obligation.

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Propel Your Wealth: What the Queen’s Gambit Taught Me About Financial Planning

chess board

In 2005, I played the Queen’s Gambit in a crowded room in a public library in Hershey, Pennsylvania. No, I wasn’t streaming the hit Netflix show that would be released 15 years later. I was playing a chess opening called the Queen’s Gambit in a local tournament.  

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Propel Your Wealth: 7 Things You Should Consider Doing BEFORE Buying a House

family moving in to a new home carrying boxes

With many of us spending much of the last twelve months under some degree of “house arrest” through the COVID-19 pandemic, residential real estate is largely booming.

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