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Code Name: Monte Carlo
Code Name: Monte Carlo

Sheldon McFarland What do you get when you assemble a dozen or so of nuclear science’s greatest minds, give them access to the world’s first electronic general-purpose digital computer, and spend $2 billion during the height of World War II? An atomic bomb of course,...

Reframing the Social Security Claiming Decision for Married Couples
Reframing the Social Security Claiming Decision for Married Couples

Jeffrey Levine CPA/PFS, CFP®, AIF®, CWS® For many, correctly answering the question, “When should I begin to take my Social Security benefits?” is a critical step toward making sure their retirement income and savings last at least as long as they do. For others, who...

Relief for Retirement Account Owners
Relief for Retirement Account Owners

On March 27, 2020, the Coronavirus Aid, Relief and Economic Security (CARES) Act was signed into law. Since then, the U.S. Treasury Department has issued guidance to clarify and, in some cases, expand the provisions of the CARES Act dealing with retirement accounts...