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Reviews

Mary Klimchak

“I really enjoyed working the ticket booth with Tim to give away the free guitars that are signed by so many Great artist as well as getting the opportunity to go backstage to meet the Marshall Tucker band!”

Mary Klimchak

“I really enjoyed working the ticket booth with Tim to give away the free guitars that are signed by so many Great artist as well as getting the opportunity to go backstage to meet the Marshall Tucker band!”

Mary Klimchak

“I really enjoyed working the ticket booth with Tim to give away the free guitars that are signed by so many Great artist as well as getting the opportunity to go backstage to meet the Marshall Tucker band!”

Blog

Pro Rata, Not “Double Tax”

By Andy Ives, CFP®, AIF® IRA Analyst The pro-rata rule dictates that when an IRA contains both non-deductible (after-tax) and deductible (pre-tax) funds, then each dollar withdrawn (or converted) from the IRA will contain a percentage of tax-free and taxable funds...

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Weekly Market Commentary

The S&P 500 and the NASDAQ joined the NASDAQ 100 in forging new all-time highs in an extremely busy week for Wall Street.  A de-escalation of the Iran-Israel-US conflict happened on the twelfth day after Israel's initial strikes.  The US bombed three key nuclear...

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Here’s How Much Medicare Will Cost in 2025

Here’s How Much Medicare Will Cost in 2025

Medicare pays for a bulk of older Americans’ health care costs, but not all. And each year Medicare adjusts key costs that are paid by enrollees. I want to walk through Medicare out-of-pocket costs for 2025. I sure hope those of you who are not yet 65 pay close...

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3 Retirement Mistakes That Can Still Be Fixed in 2025

3 Retirement Mistakes That Can Still Be Fixed in 2025

Retirement planning is rarely perfect. Life throws curveballs—health issues, market downturns, career changes—and even the most diligent savers can stumble along the way. If you’ve made financial missteps or feel unprepared as you approach retirement, you’re not...

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