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Recent Retirement Rule Changes by Congress
RETIREMENT RULES seem to get revised almost every year. Whether it’s IRAs, Roth IRAs or Social Security, Congress is constantly rewriting...

James McGlynn CFA, RICP
Jul 26, 20243 min read


My Do-it-Yourself Retirement Plan
MANY FOLKS ARE do-it-yourselfers when it comes to home improvement projects. On that score, I have no skills, so I end up paying others....

James McGlynn CFA, RICP
Mar 27, 20215 min read
Retirement Rules-ABC-Always Be Changing!
RETIREMENT RULES seem to get revised almost every year. Whether it’s IRAs, Roth IRAs or Social Security, Congress is constantly rewriting...

James McGlynn CFA, RICP
Feb 16, 20213 min read
Social Security and Divorce- dispelling misconceptions
When I talk to people about Social Security and divorce I am amazed at how much wrong information there is about such a major benefit. In...

James McGlynn CFA, RICP
Oct 30, 20205 min read
The Taxman Cometh
LATE LAST YEAR, Congress voted to kill off the so-called stretch IRA, which had allowed those who inherited retirement accounts to draw...

James McGlynn CFA, RICP
Oct 23, 20203 min read
My Retirement Plan
Like my LTC insurance, I find I’ve become something of a hybrid myself.

James McGlynn CFA, RICP
Aug 17, 20204 min read


Divorce and Social Security
If You're married filing for Social Security can be confusing.

James McGlynn CFA, RICP
Jul 7, 20203 min read


As the Years Go By - Retirement planning from age 55-75
YOU CAN THINK of retirement as having four phases. Want to make sure you make the right decisions at the right time? An age roadmap can...

James McGlynn CFA, RICP
Jun 6, 20204 min read
If you were born before 1954 (1950-1953) you should know this
WERE YOU BORN between 1950 and 1953, have been or are currently married, and haven’t yet filed for Social Security benefits? There’s a...

James McGlynn CFA, RICP
Jun 5, 20203 min read
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