Blended Family Financial Planning

“It’s Five O’Clock Somewhere.” You’ve planned on reaching that celebratory beach vacation over the many years of your career while also designing, building and protecting your financial life. there are key planning point to take into account while in retirement.

WARNING: When planned correctly, witnessing the effect of your generosity and passion can be highly addictive!

With the recent uptick in market volatility and the poor start to the year for the U.S. stock market, I wanted to recap where markets stand and reiterate three time-tested principles that I believe are as relevant now as they have been over the modern history of financial markets.

Here are five major tax revisions – plus noteworthy cutoff dates – every baby boomer needs to know ASAP to avoid late fees, cash in on potential savings and prevent future tax burden headaches.