Your Retirement … with Brian and Bob – There are strategies to reduce taxes on Required Minimum Distributions

by Bob Price and Brian Harrigan | Jul 20, 2018 | Contributors

Published in the July 25 – August 7, 2018 issue of Gilroy Life Most of us invest in qualified retirement plans such as 401ks, IRAs, or similar savings plans. Our intent in doing so is to afford ourselves the opportunity to live comfortably in retirement without...

Your Retirement … with Bob and Brian – Plan for medical needs in retirement

by Bob Price and Brian Harrigan | Jun 22, 2018 | Contributors

Published in the June 27 – July 10, 2018 issue of Gilroy Life As more and more Americans progress through retirement years, they are likely to find themselves spending less money on certain aspects of living — for example, dining out, travel, and other forms of...

Your Retirement … with Brian  Bob – Annuity considerations to address longevity issues

by Bob Price and Brian Harrigan | May 25, 2018 | Contributors

Published in the May 30 – June 12, 2018 issue of Gilroy Life  By Brian Harrigan and Bob Price Longevity is a growing concern for many of our clients as they continue down the road to retirement. Planning for the unexpected can be one of the most difficult tasks...

Your Retirement … with Bob and Brian – Seven pros and seven cons of the president’s tax cuts and job act

by Bob Price and Brian Harrigan | Apr 29, 2018 | Business

Published in the May 2 – 15, 2018 Issue of Gilroy Life President Donald Trump has said, “We enacted the biggest tax cuts and reforms in American History. Our massive tax cuts provide tremendous relief for middle class and small business.” Many clients have...

Your Retirement … with Brian & Bob -Conserve your savings from a volatile market and future tax implications

by Bob Price and Brian Harrigan | Mar 30, 2018 | Business

Published in the April 4 – 17, 2018 issue of Gilroy Life American journalist David Wessel once said, “nobody really knows what the market is going to do, but it sure looks like we are going to have a lot more volatility.” While the presence of market volatility...