Money Matters – Defined Benefit Plan

Money Matters – Defined Benefit Plan  In one of my quarterly meetings with my tax preparer and consultant John DePasquale – we discussed in detail as to what my options were to have the ability to put more money aside for retirement and potentially get a tax...

Money Matters – May 2017

Money Matters – May 2017  A recent survey that comes out on a yearly basis ranks the best states for retirees to move to and there were some changes within the top 10 states this year, Simply put the criteria that determines the overall best and worst...