Archive for August 2016

What’s on your Bucket List?

What’s on YOUR Bucket List? One of the best things about being a little kid is that you don’t really care what other people think. You easily make new friends. You are the center of the universe. You can sleep at will, anywhere-or not. If you don’t like the taste of your food, you can…

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RMDs, Dividends, and Taxes, Oh My!

  RMDs, Dividends, and Taxes, Oh My! Just like Dorothy was afraid of lions, tigers, and bears in the Wizard of Oz, many retirees (especially those of higher net worth) are most concerned or “afraid” of how to minimize their tax obligations in retirement.  It’s not about how much you make in retirement, but how much you…

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