Dan Orfin

We’ve always told you that we are here to help. That means in connection with choosing retirement savings options that make you feel good about your future. But that also means to provide assistance in any way we can while you are staying at home. Need help with something? Call us, we are here for […]

You don’t have the Virus but your losses are still huge We are receiving calls from clients fearful that their market losses are going to require them to claim social security benefits years earlier than they had otherwise planned. This has an impact on their long term income [i.e. the sooner you collect, the lower

With all that is going on in the market with the Coronavirus, we have received many requests to give our opinion on how long it will take for a retirement savings to get back to the level it was before the virus took its toll on the market. Understanding that no one can predict what

Financial concerns stemming from the coronavirus outbreak have saturated the thoughts of anyone with a retirement nest egg set aside. The coronavirus has had an undeniable impact on any of us who are in retirement or who are, or were, contemplating it in the near future. Call us, we’re here to offer out some options

I found this week’s article full of interesting information, and was drawn to the opening paragraph that I thought to share with you. “As we progress through life, we find there are certain things we can control and others we cannot. However, even with the things we can’t control, we can exercise good judgement based

This week’s article references how setbacks can affect family decisions, and finances, at every live stage, but it tells you to “Get back on your financial feet even if you’re getting a late start.” We agree. It is sometimes daunting to reestablish financial security after struggles, whether they have been from job downsizing, increased expenses

We often hear that “the key to feeling confident about a comfortable retirement is an employer plan”, but what if you don’t have one? I thought to share this week’s article with you because it discusses how to build your own, and compares the various options, including a solo 401(k). Call us if you’d like

Did you know about the new Secure Act which allows you to wait longer before you have to start withdrawing money from your qualified retirement accounts, such as your 401(k) or IRA? I thought to share with you this week’s article because it explains that “the new age limit for required minimum distributions (RMDs) is

I read an article this week that I thought to share with you as it expressed something I’ve been reflecting on. The author, connected with Harvard, wrote that “For many people, retirement is a key reward for decades of daily work—a time to relax, explore, and have fun unburdened by the daily grind. For others,