All posts by Melanie

Melanie Pelayo is a Certified Financial Planner professional. She is passionate about helping people, young and old, better prepare for and achieve security throughout retirement.

Defining the Ideal

Each individual has a vision of his or her “ideal” retirement: perhaps it’s being able to travel on a whim, or working on your golf game, or even just quitting […]

Taxing Forethought

It may seem extreme to plan today for the taxes you’ll pay 20, 30 or even 40 years from now, but smart people do just that. In reality, taxes have […]

Don’t Forget to Take your RMDs

It’s that time of year again. Required Minimum Distribution season is upon us. Here’s a quick reminder of the rules for everyone. If you are age 70 1/2 and older, […]

Taxes and Healthcare Under a President Trump

The results are in, and we now know that Donald J. Trump will be the next president of the United States. With this news comes the speculation about how Mr. […]

The information provided on the Blog is provided for informational purposes only and should not be used as a substitute for personalized professional financial advice. Participation in any way with the Blog does not constitute an investment advisory, financial or retirement planning engagement. You should consult with your investment adviser or another financial professional before making any investment decisions. While all information on the Blog is gathered from sources that we deem to be reliable, we cannot guarantee the completeness and/or accuracy of such information. From time to time general investment guidance may be given in the Blog in response to questions asked by readers of the Blog. There is no guarantee as to the risk, returns, and performance of any investments referenced herein.

Retirement Gal

All Things for a Secure Retirement

All posts by Melanie

Defining the Ideal

Taxing Forethought

Don’t Forget to Take your RMDs

Taxes and Healthcare Under a President Trump