James McGlynn CFA, RICP
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....
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James McGlynn CFA, RICP
- Feb 16, 2021
- 3 min
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...
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James McGlynn CFA, RICP
- Oct 30, 2020
- 5 min
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...
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James McGlynn CFA, RICP
- Oct 23, 2020
- 3 min
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...
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James McGlynn CFA, RICP
- Aug 17, 2020
- 4 min
My Retirement Plan
Like my LTC insurance, I find I’ve become something of a hybrid myself.
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James McGlynn CFA, RICP
- Jul 7, 2020
- 3 min
Divorce and Social Security
If You're married filing for Social Security can be confusing.
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James McGlynn CFA, RICP
- Jun 6, 2020
- 4 min
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...
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James McGlynn CFA, RICP
- Jun 5, 2020
- 3 min
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...
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