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Category: Retirement Blog

Are Tax Free Bonds really Tax Free? Yes, Unless.

I remember about 15 years ago when I first starting studying to take the Stock brokers General License exam. It was pretty intense, it is a 6 hour exam, that you have to take blindfolded with one arm tied behind your back, with no computer, pen or paper in front of you.

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Retirement Mistakes Were Almost Made

I remember sitting down with Alma like it was yesterday. We went through all of her 401k statements and the additional money she had saved for retirement. I went back to my office and begun to input the numbers into my retirement planning software.

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