The Navin Group
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We help individuals and families pursue their ideal retirements.

Recent Posts

Inheriting a 401(k) Plan

May 4, 2020

Within the scope of an investment portfolio, the commonplace 401(k) may seem to be a simplistic account. But it’s not, especially when it comes to estate and legacy planning. The named beneficiary on the plan will inherit your 401(k) regardless of your will’s instructions. And from there, a spectrum of various choices emerge based on…

Takeaways From Warren Buffett’s Annual Shareholders Letter

April 28, 2020

“When seeking directors, CEOs don’t look for pitbulls. It’s the cocker spaniel that gets taken home.”1 The above quote is one of the ideas Warren Buffett conveyed in his most recent Berkshire Hathaway annual letter to shareholders.1 Buffett drives home the point that people who serve on the boards of public companies are there to…

Health Care Woes Predicted Long Ago

April 21, 2020

“The federal pandemic influenza plan and public health experts predict that should the H5N1 influenza virus mutate in such a way that human-to-human transmission can easily occur, approximately 30 percent of the U.S. population could develop the disease. An influenza pandemic of some type could occur in the next few years … It is expected…

Insuring Income In Coronavirus Outbreak

April 14, 2020

As the COVID-19 strain of the coronavirus flows through our nation’s population, many Americans may find themselves working shorter shifts, working from home, on paid or unpaid medical leave, furloughed or even laid off. While additional remedies from federal, state and local governments may be forthcoming to help households sustain financial stability, there are programs…

How Do Taxes Work During Retirement?

April 10, 2020

Once you retire, your finances will change in a few different ways. There will also be new rules and opportunities that come with tapping into your retirement nest egg. That’s why you need to have a solid retirement planning tax strategy in place. Of course, if you don’t know or understand what your options are…

Boomerangers: When the Chickadees Return Home To Roost

February 25, 2020

That first summer after they graduate from college. When they get laid off. After a divorce. There are plenty of times in life when adult children, albeit reluctantly, move back in with their parents until they can get on stronger financial footing. Unfortunately, this has a way of happening right about the time when parents…

2020 Market Update: Reversal of Sentiment

February 25, 2020

After making a bunch of gloom-and-doom predictions about the markets in 2019, with fears of a pending recession, Wall Street money managers have a considerably more brightened outlook for 2020. Indeed, recent indicators have heightened expectations for U.S. economic growth this year. For example, the Conference Board is predicting a 2.1% rise in the gross…

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