Baby boomers entering their “second acts” should think about these matters. Retirement is undeniably a major life and financial transition. Even so, baby boomers can run the risk of growing nonchalant about some of the financial challenges that retirement poses, for not all are immediately obvious. In looking forward to their “second acts,” boomers may overlook a few matters that a thorough retirement strategy needs to address. RMDs. The Internal Revenue Service directs seniors to withdraw … [Read more...]
April Newsletter
WTIA April 2019 Newsletter … [Read more...]
February Newsletter
WTIA February 2018 Newsletter … [Read more...]