Posted on February 1, 2016February 9, 2016

Q: I just received 3 CD’s as a bequest from my dad. Will I have to pay any taxes on this… Read More

Posted on January 28, 2016April 3, 2017

In today’s CIA Success Story, we share a story about a couple that was concerned they wouldn’t have enough money… Read More

Posted on January 26, 2016May 19, 2016

Q: I have a small pension with a department store that I worked at part-time. There are several payment options. For example… Read More

Posted on January 26, 2016May 19, 2016

Q: I just utilized your Social Security Optimizer on the website and I have a question. In the recommended solution section it… Read More

Posted on January 26, 2016May 19, 2016

Q: I was a federal employee and did not pay into Social Security while working for the government. However, I was… Read More

Posted on January 22, 2016April 3, 2017

The markets in 2016 are off to a rocky start, but I believe that if you’re saving for retirement, owning quality,… Read More

Posted on January 18, 2016April 3, 2017

My wife’s family lives in Michigan, so most summers we spend a week in a quaint town right on Lake… Read More

Posted on January 12, 2016April 3, 2017

Just a week into 2016, and the market is off to a difficult start. If it feels like déjà vu,… Read More

Posted on January 6, 2016April 3, 2017

Over the past several years making predictions about the upcoming year, I’ve noticed that every year the consensus (financial newspapers,… Read More

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