Why Wait to Take My Social Security Benefits?
By Paul Hynes, CFP® February 2019 (This is Part 1 of a series on timing the start of your Social Security benefits.) You...
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Five Life-Impacting Decisions that Deserve Attention in 2019
By Paul Hynes, CFP® January 2019 With the start of a new year, it’s advisable to revisit key decisions and arrangements...
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Bunching Charitable Donations Can be a Win-Win
By Paul Hynes, CFP® December 2018 Two important rules in the Tax Cuts & Jobs Act (TCJA), enacted in late 2017, affect...
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Choosing a Successor Trustee: Why Your First Thought May Not Be Your Best Option
By Paul Hynes, CFP® September 2018 "There are many considerations to make before designating a person for this critical...
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Want Peace of Mind? Plan Ahead for Potential Incapacity
By Paul Hynes, CFP® July 2018 One of the most emotional and delicate issues that can arise is mental incapacity—being...
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The Gifts and Burdens of the Solo Journey
By Beth Misak July 2018 This is the fourth and final conversation in a series we’ve been having on modern retirement...
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The Challenge of Living to a Ripe Old Age
By Beth Misak May 2018 This is the third in a series of conversations we recently started about new approaches to modern...
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Are You In the “Big Decision” Phase of Retirement?
By Beth Misak April 2018 In recent months we started an important conversation about new ways to envision modern...
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Why Your Retirement Will Probably Include Another Honeymoon
By Beth Misak March 2018 Last month we began an important conversation about historic changes in modern retirement. As...
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Are You Ready For These 8,000 Days?
By Beth Misak February 2018 Retirement is not what it used to be. Historic shifts are underway. With longer, healthier...
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8 Things You Need to Know About the Trump Tax Plan
By Paul Hynes, CFP® October 2017 As lawmakers in Washington shift their focus toward possible tax reform, there are...
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12 Things to Do Before December 31st
By Paul Hynes, CFP® November 2017 This year December 31st falls on a Sunday. If you want to save money on taxes and make...
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