by grapheneadvisors | Nov 14, 2017 | Retirement
You’ve probably read gloomy statistics about how most Americans aren’t saving enough for retirement. In our experience, people understand the importance of saving and truly want to set money aside, but with so many competing financial priorities they...
by grapheneadvisors | Oct 20, 2017 | Fees
Over the years we’ve had clients accidentally miss the 60-day window when attempting to roll over company plans and IRAs, resulting in unintended monetary penalties. There have been some recent IRS changes that could help you avoid similar problems. When a...
by grapheneadvisors | Sep 15, 2017 | Insurance
Some people kick around the idea of letting their life insurance policy lapse after they retire. They make the mistake of thinking that because they are no longer working the coverage is superfluous. While in some cases life insurance may be unnecessary after you...
by grapheneadvisors | Aug 5, 2017 | Retirement
If you’ve been diligent about saving money and building wealth for retirement, you may think you’re home free—that you’ve locked up a secure and comfortable retirement. But there are still a few pitfalls that could undo your hard work. One to look...
by grapheneadvisors | Jul 25, 2017 | Retirement, Saving
Everyone knows that minimizing taxes during your earning years is important—that’s a big reason Americans have invested trillions of dollars in 401(k)’s and other tax-advantaged retirement accounts. But after you retire, managing your taxes becomes even...
