If you have a child graduating from high school or college and entering the workforce, they may have the opportunity to open up a 401(k) through their new
Many older Americans rely on Medicare for their health care needs. But it’s not always easy to figure out what’s covered and how much it will cost. Medicare
Thinking about where to invest your money can be overwhelming and confusing, especially for those who are unfamiliar with all options for investing. If you’d
Authored By: Ken Levy
During the early years of your retirement, be extra conservative when drawing income from your investments. The reason is because a
Authored By: Ken Levy
I am a fan of the reality television show, Shark Tank. If you are not familiar with the program, entrepreneurs make presentations to a
Authored By: Ken Levy
Lifelong residents of Lodi know firsthand the value that multigenerational family-owned businesses and farms bring to our community.
Authored By: Ken Levy
A question I am often asked by people at or near retirement is “How much income can I take from my investments?” No matter how wealthy a
Authored By: Ken Levy
I don’t recommend annuities often. Nonetheless, they can be an appropriate investment for some investors. Unfortunately, there may be
Authored By: Ken Levy
In my thirty-plus years of providing financial advice, more often than not, I have found family relationships are greatly strained when
Authored By: Ken Levy
While playing Bocce ball the other night, a friend asked me what my impressions were of negative interest rates and why anyone would
Authored By: Ken Levy
Before I share my story of how I saved 90% on my one and only prescription medication, I want to start off with a bit of a rant. There
Authored By: Ken Levy
As our nation ages, more of us find that we need to be concerned with senior care facility options either for ourselves or a parent.
