Archives

Should you take your Social Security benefits at age 62, full retirement age or even age 70? As a financial planner and Registered Social Security Analyst (RSSA), I can honestly say that there is [...]

A lot of people, about 10,000 Baby Boomers a day, are set to begin the retirement phase of their lives. But many of the people who are retiring are worried about how they will retire and how they [...]

Investing does not have to be an extremely complicated matter. For some, it may be more daunting than it is for others. If you are not someone who thinks that they can go the financial roads [...]

Are you recently retired and have a company-sponsored 401(k)? Then you may be asking yourself what you should do with the funds in that account. Well, luckily for you there are a few options [...]

With college and high school graduations going on right now, it is extremely important for all of you young graduates to consider planning for your retirement. Yes, I know what you are thinking, [...]

Sorry I missed last week’s post; time it seems got away from me somehow. It seems that it happens more and more these days. But I will double down and push ahead full force. The main reason for [...]

There are a few legal ways in which you can trim your tax liability in retirement. Most people save for retirement in either a 401(k) or similar type account or an Individual Retirement Account [...]

About two years ago there was a major change to Social Security when the full retirement age changed from 66 to 67. The increase will be a gradual shift with a month added for every two months in [...]

Most people are not comfortable dealing with their finances and in many instances having a qualified financial planner is not a bad idea to keep emotions out of the equation. After all, many [...]

How much of a difference can $5,000 make? Over time, especially decades, that can mean some serious money to a retirement account. In 2019 the IRS increased the limits on the annual contributions [...]