Schedule Your Meeting Today!
I'm Devin. I’m a husband to Karen, dad to 3 kids and financial advisor to about 100 families.
Below is a timely reminder of the Medicare Open Enrollment Period from our friends at The Barnette Agency. It’s that time all over again. The Medicare Annual Enrollment Period begins October 15 and runs through December 7 (Pearl Harbor...Read more
As Americans live longer, the task of managing money after retirement gets more complex. A retiree in his or her mid-60s typically has a different risk profile than an individual approaching 90. It may be helpful to look at various...Read more
Over the past couple of years the Social Security Administration has made great strides to catching up to the rest of the world in terms of technology. Prior to May 1, 2012 there were not very many services available...Read more
You may have heard about new disclosure rules that will soon apply to 401(k) plans. Before describing what’s ahead, however, a look back may be helpful. (While we’ll refer to 401(k) plans in this article, the new rules also...Read more
If Social Security is your only source of income, your benefits should not be taxable. If you have other income from sources, then you could owe taxes on up to 85% of your Social Security benefits.Read more
Two new Medicare-related taxes take effect in 2013: an additional 0.9% payroll tax on high-wage earners, and a 3.8% tax on the unearned income of high-income individuals. Here’s what you need to know. New additional Medicare payroll tax Beginning...Read more
We all recognize the importance of planning and saving for retirement, but too many of us fall victim to one or more common mistakes. Here are four easily avoidable mistakes that could prevent you from reaching your retirement goals....Read more