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As you have probably heard — or experienced first-hand — the long-term success rate of New Year’s resolutions is pretty slim. Statistics for 2017 reveal that 80% of resolutions set by people in …Read More
Some years ago, a client came to me concerned about his long-term care policy. He purchased the policy through CalPERS. It would cover much of the cost of long-term care for all of his life, but he …Read More
Believe it or not, there is a new concern afoot that retired Americans are not spending enough money! This runs completely counter to the dominant conversation that Americans are in a retirement …Read More
I always forget how much I love the Fall until October, when everything starts moving toward winter, and something makes me feel like sautéing sliced apples with cinnamon and butter for breakfast …Read More
Changes may be afoot at the Federal Open Market Committee, which meets every six weeks, to assess the health of the U.S. economy. For years now, Chair Janet Yellen has emphasized that the Fed is …Read More
Cash can make you happy, at least according to an article from the Wall Street Journal titled “Money and Happiness: A Surprising Twist,” published last year. The article cites a study by a team …Read More
The 2018 tax season is now upon us, and with that comes tax documentation to assist you in filing your return. All official tax reporting information will come directly from Schwab. Please see below for timelines (varies by document type). 1099 – Paper Mailing For retirement accounts, you should have already received your Form 1099-R. …Read More