The Blue Blaze

Trump's Executive Order on Retirement:  What You Should Know

Posted by John Munley & Kevin Talty on Oct 4, 2018 6:43:00 PM


Out of all of President Trump’s colorful tweets recently, the one that caught our attention was a rather boring one relating to retirement, because we LOVE this stuff! While boring, if passed this could have a direct effect on how you live after 70 ½.

This summer President Trump signed an executive order for Treasury & Labor Departments to review ways to make small employer retirement plans more affordable and accessible in addition to extending and/or pushing back the Required Minimum Distribution (RMD) requirements.

In this edition of The Blue Blaze, we’d like to focus on the RMD requirements and why this matters to you and making it through retirement.

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Topics: Financial Services, Retirement, Planning

Are You Financially and Emotionally Prepared for Life's Big Transitions?

Posted by Frank J. Corrado, CPA, CFP on Aug 3, 2018 9:37:59 AM


Financial planning is more than just a series of savings and investments you lock away and forget about. Your money doesn’t exist in a vacuum. Your financial needs and priorities are going to change in response to the transitions that we all go through as we work, raise our families, and look ahead to retirement.

Managing these transitions is one of the keys to keeping your finances in balance, and to achieving a greater Return on Life™ (ROL).

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Topics: Career changes, Financial life guidance, Retirement, Optimal Life,, Values

Four Lessons Hiking Can Teach You About Retirement Planning

Posted by Frankie Corrado on Apr 27, 2017 9:51:17 AM

There’s a famous saying that if you fail to plan, then you’re planning to fail. Though the importance of planning for retirement seems pretty obvious, many people neglect it or don’t put the necessary time into the process.

The funny thing is, people put plenty of time into planning other events in their lives, whether it’s a vacation, wedding, or birthday party.

But you can easily apply the same principles you use to make other plans to retirement.

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Topics: Retirement

How Much Can I Spend in Retirement? That’s the Wrong Question

Posted by Frankie Corrado on Apr 13, 2017 12:22:43 PM

“How much money will I need for retirement?” That’s a loaded question that I often get from my clients. If you’re like most people, you’ve been wondering about it too.

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Topics: Retirement