Making News…
We produce regular Q&A columns for Florida Today and MarketWatch, a personal finance website of the Wall Street Journal, as well as pieces for Financial Advisor magazine and Nerd Wallet among others. Here is a sampling from the last three months. Here we discuss major changes to social security.
Make a plan before required minimum distributions kick in
How to avoid penalties on early 401(k) distributions
Which account should you use to pay off a mortgage?
When you can and cannot convert 401(k)s to Roth
Does dollar-cost averaging protect from loss?
A planning opportunity for our fighting men and women
On October 15th, Mike Salmon, Lynne Strynchuk, and Charlie Fitzgerald fielded calls for the Orlando Sentinel’s Ask An Expert hotline – Orlando Sentinel (subscription required to view).
In the News…
We also act as a source to many prominent media outlets, speak at and/or attend various conferences, and advocate for the development of financial planning as a profession.
Mike Salmon helped CNBC with the question, “Are millennials financially doomed?“
Wallet Hub interviewed Dan Moisand about some overlooked issues for retirees.
Dan was asked to be a guest on a Cincinnati radio show after the host read one of his Q&A columns, Is a long-term-care/life-insurance combo better than a straight one? Listen to the interview by clicking play below.
Things We Found of Note
As we did earlier in the year regarding the 70th anniversary of the end of fighting in Europe, we wanted to share some photos from the Pacific theater.
On the lighter side:
The Federal Reserve Has Some Advice for Your Love Life
10 Things Only Wives With Retired Husbands Would Understand
Contact Us
If you have any questions or would like to discuss anything further, please give us a call or send us a note.
If you are not a client and wish to receive emails notifying you of new posts – no more than once per month – fill out the subscription information in the sidebar to the right.