Your Retirement . . . with Brian & Bob – Avoid eight mistakes to ensure you have money for retirement

by Bob Price and Brian Harrigan | Sep 14, 2018 | Business

Published in the September 19 – October 2, 2018 issue of Gilroy Life “One mistake does not have to rule a person’s entire life,” wrote author Joyce Meyer. While this is true in many ways, one mistake can be detrimental to Gilroy residents’ future and...

Your Finances . . . with Brian and Bob – Learn to avoid the monetary blunders the middle class perpetuates

by Bob Price and Brian Harrigan | Aug 17, 2018 | Business

Published in the August 22 – September 4, 2018 issue of Gilroy Life For many Gilroyans, the ability to retire at age 65 can be a pipe dream. To overcome these challenges, they need to make smarter decisions with their finances by avoiding monetary mistakes. As...

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...