Legacy Advisors Retirement Income Quiz

Case Studies: Long-Term Care Planning – Part Two

Part Two of a real-life case study from Ron Papa’s own files.  We’re calling the clients “Jack & Jill” – Names we use to protect the innocent. In Part One of this case study, we were talking about Jack who lost Jill last year from a long bout with Alzheimer’s. When Jill was ill, the […]

Case Studies: Long-Term Care Planning – Part One

A “Jack & Jill” case study from Ron Papa’s own files that highlights what clients can expect when they seek the advice of a professional wealth coach. Creating a solid retirement plan is not a one-size-fits all, as no two financial plans are alike.  Some people can tolerate risk better than others.  Some need guarantees […]

Year-End RMD Tax Alert

It’s that time of year, and we must focus on our Required Distributions from our retirement plans.  This alert is simply a reminder to check that your requirement has been fulfilled.   As you know, failure to distribute this required amount by December 31 of each year could result in a 50% tax penalty! For our […]