You’ll benefit from the tax planning strategies in this post, whether you are currently retired or are still counting down the years, months, or days until retirement. Being deliberate about your
Continue reading...Life happens and, sometimes, it can be incredibly worrisome from a financial standpoint. You’ve struggled through a divorce. Perhaps you’ve faced a life-threatening illness. And, you look at your bank
Continue reading...The path to success in many areas of life is paved with continual hard work, intense activity, and a day-to-day focus on results. However, for many investors who adopt this approach to managing their wealth,
Continue reading...It’s been approximately a decade since the Great Recession began. By year-end 2008, the U.S. Federal Reserve (the Fed) had lowered the target federal funds rate to near-zero and embarked on an aggressive
Continue reading...Building the best strategy starts with pinpointing your benefit at different ages. Back in the late 1980s, when much like today there was mounting concern about the future of Social Security, Congress
Continue reading...Make the Most of Your Benefits It has begun. America’s largest generation, the 79 million strong, post World War II baby-boomers has begun cashing in on its Social Security benefits. And, just as history
Continue reading...Young or old, wealthy or poor, online or in person … Nobody is immune from financial scams and identity theft fraud. No matter who you are or how well-informed you may be, the bad guys are out there,
Continue reading...“Doubt is not a pleasant condition, but certainty is an absurd one.” — Voltaire “The market hates uncertainty” has been a common enough saying in recent years, but how logical is it?
Continue reading...If ever there were an appropriate analogy for how to invest for retirement, it would be the classic fable of The Three Little Pigs. As you may recall, those three little pigs tried three different structures
Continue reading...Even if your ex-spouse has not applied for benefits, you may qualify to collect spousal Social Security payments based on his or her earnings record. When looking at divorce and Social Security remember,
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