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

Recent Posts

How Charitable Tax Deductions Fit into Your Retirement Plan

May 28, 2020

Throughout your adulthood, you’ve made a strong effort to make considerable donations to charities that are close to your heart. However, with retirement looming, even with a respectable financial portfolio, you’re worried that it’ll be challenging to maintain that level of philanthropy. If you’re a woman, this fear is probably even greater, since you tend…

5 Ways for Women to Prepare for Retirement Now

May 28, 2020

Introduction Retirement planning is essential to enjoying your golden years. Successfully employing the tools and strategies available to you is vital to making sure that you can maintain your standard of living after you stop drawing a regular paycheck. Unfortunately, women are often less prepared for retirement than their male counterparts. There are many reasons…

What Does National Stimulus Relief Mean for You?

May 5, 2020

On March 27, 2020, President Donald Trump signed into law the Coronavirus Aid, Relief, and Economic Security (CARES) Act, a historic $2 trillion stimulus package designed to provide economic relief to Americans affected by the coronavirus pandemic, which by now includes every single person in the country, not to mention around the world.1 While everyone…

The Future of Transportation

May 4, 2020

The United States is a very large, land-mass country. Yet, it offers few options in terms of coast-to-coast mass public transit, particularly compared to other developed countries. Europe’s countries tend to be smaller and their cities more dense, making them more transit-friendly. Asian countries made enormous government investments in urban rail networks just as their…

Your Money Persona

May 4, 2020

We are all unique individuals with distinct personalities, likes and dislikes as well as different ways of talking, thinking, solving problems and interacting. We have exclusive modes of expressing ourselves through dress, grooming and our own catchphrases. And, we each have our own way of thinking about money. Some of us are frugal, some are…

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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