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Taking Control of the Financial Keys

by Craig Moser on September 21, 2018

Whether taking control of the financial keys from your parents, or making things easier for your own children, everyone should review important health, financial and estate documents annually.  Here are some steps you can take now before a health crisis […]

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A Second Look at CDs

by Craig Moser on September 7, 2018

If you have some cash to invest, you may be trying to figure out where to put it. In recent years, choices have primarily been low-risk investments with near 0% interest rates, or higher risk investments hoping for a higher […]

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The Significance of an Inverted Yield Curve

by Craig Moser on August 10, 2018

An inverted yield curve occurs when short-term bonds yield less than long-term bonds.  It’s unusual because that’s exactly opposite of what normally occurs in the bond market.  It’s significant because it predicts a recession.  Being able to identify an inverted […]

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Paying Uncle Sam When You Retire

by Craig Moser on July 27, 2018

There’s an old saying, “you can pick your friends but you can’t pick your family!”  Even if we could, no one would pick Uncle Sam because he always wants your money; even when you retire.  Have you thought about paying […]

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Roth IRA as a Tax-Advantaged Legacy

by Craig Moser on July 13, 2018

Roth IRAs are amazing tools for accomplishing wealth creation and transfer. One creative use of a Roth account is naming a young child as the beneficiary. At your death, the child takes minimum required distributions (RMDs) for his/her own life […]

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5 Social Security Myths

by Craig Moser on June 29, 2018

With all the misinformation, complex benefit formulas and individual opinions, navigating Social Security can feel like a mine field.  An even worse, selecting the wrong path can lead to a costly mistake.  Before you make your decision, here are 5 […]

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Couples: Is Your Retirement Vision in Sync?

by Craig Moser on June 15, 2018

Daydreaming about retirement can be a lot of fun.  And if you’re married, you’ve probably been thinking in terms of when “we retire, we’re going to … (fill in the blank)”.  Unfortunately, fantasy doesn’t always translate to reality.  You need […]

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Taxes and Your Future

by Craig Moser on June 1, 2018

Have you thought about taxes and your future? We all know the government has bills to pay. To do that, they need tax revenue. Generating that tax revenue is debated with two primary choices.  Either ask a smaller percentage of […]

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Liquidity from IRA’s

by Craig Moser on May 18, 2018

You’re probably like many Americans with your 401k’s and IRA’s being your largest pool of assets. Therefore, in times of financial trouble, you may want liquidity from your IRA. Due to the possible negative effects on your retirement savings, and […]

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