Inheriting an IRA is quite a bit different than inheriting any other asset. Unlike cash or investments in a traditional investment account, if you inherit an IRA you’ll need to start withdrawing from the account…
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You’ve heard it before: life changes once you have kids. As the proud parent to a six month old baby boy, I can attest that the rumors are true. Having kids brings a quite a…
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Today’s post is another on the topic of financial independence. We’ve had several of these recently, but since that’s the focus of this blog I guess that’s not surprising. Rather than discuss the fundamental components of…
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Recently I’ve had a few questions from clients and readers about what they should be looking out for now that we have a new president in office. As you know, Mr. Trump has had a pretty…
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Executive Summary: There are many unfortunate things that can happen to us that risk our pursuit of financial independence. Some of them we can manage & control, others we can’t. For the “stuff” out there…
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With Donald Trump now in office, there are a lot of people approaching retirement who are concerned about the state of Social Security. With Mr. Trump initiating drastic reforms in other areas of the government, the…
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Today’s post is going to fall a little more on the abstract side of the spectrum. To date, most of the posts you’ll find on Above the Canopy are somewhat technical, and oriented toward achieving financial…
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Planning for retirement takes careful preparation and a decent idea of what your budget will be once you stop working. This can be a pretty scary process with so many unknown variables. How much will…
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OK – with a new year upon us it’s time to clean up that rusty old 401(k) plan at your small business….right? Let’s say that you work in or own a small business, and are…
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If you’ve read the blog for very long, you probably know that I’m a big proponent of thoughtful and customized asset allocation. The percentage of your portfolio invested in stocks, bonds, cash, and real estate…
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