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Blog Posts

  • 12-days-of-christmas

    The Christmas Price Index and Your Retirement

    December 8, 2014
    Key Takeaway! Sometimes holiday music can lead to an eye-opening planning opportunity for all of us. Just think about “The Twelve Days of Christmas” and the impact of inflation on your retirement. Twelve drummers drumming will cost about the same this year as last—approximately $2,854. Each year, PNC estimates the true ...
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  • long-term-care

    Long-Term-Care Insurance: Is Retirement Complete Without It?

    November 21, 2014
    Key Takeaway! The question of having long-term-care insurance isn’t just about whether you will use it. It is also about the duration of use. This changes the thinking of why you may, or may not, want to consider it in your health care plan. Health care has become one of the ...
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  • calendar

    The Difference a Day Makes

    November 18, 2014
    Key Takeaway! Retiring seems so easy—you just have to pick a date and go. But if you don’t understand how that date affects your money, you could end up leaving a lot on the table. Expiration dates on food can often be fudged a little. After all, it isn’t necessarily true ...
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  • fall

    Teenagers and Executives Think the Same Way

    November 11, 2014
    Key Takeaway! Too often we adopt a “one way or the other way” sort of thinking in our decision-making. Active versus passive investing is an example. If you don’t consider other options before making a decision, you’ll end up acting like a teenager (or a corporate executive). The ongoing debate about ...
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  • fall

    Fall Back: A Daylight Savings Retirement Opportunity

    October 31, 2014
    Key Takeaway! The IRS just announced increases to your savings opportunities. Don’t forget to make any changes to your plan as you set back your clocks for daylight savings. As the clocks fall back an hour, most of us dream of catching up on sleep. Catching up with our savings is ...
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  • social-security-statement

    How to Find Your Social Security Statement

    October 15, 2014
    Key Takeaway! The Social Security Administration stopped sending statements in 2011, but that is changing. You can also go online to find your statement and keep track of your benefits and reported earnings. I often write about the role of Social Security in retirement. For example, by using a different claiming ...
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  • lawn

    Tax Planning Is Like Fall Lawn Care

    October 7, 2014
    Key Takeaway! Year-end tax planning starts with understanding what taxable distributions to expect in your portfolio. Follow these steps to avoid surprises in the spring. Lawn care in cold climates takes one extra step each fall. When you leave extra clippings and leaves on your lawn in the fall, snow mold ...
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