Figuring out how and when to elect Social Security can be downright puzzling, especially when it comes to ensuring you’re maximizing what you’re entitled to. Good thing a retirement planner knows what to do. And […]
What Role Will Social Security Play in Your Retirement? Read More »
A report from the not-for-profit Insured Retirement Institute found 50% of boomers—including those who currently have a financial advisor—don’t feel optimistic about their transition to retirement. If you’ve ever worried
Don’t Feel Confident About Retirement? This Might Be Why Read More »
Planning for retirement vs. planning in retirement. What’s the difference, you ask? If the question has you picturing Fred Astaire and Ginger Rogers crooning “to-may-to, to-mah-to, po-tay-to, po-tah-to,” we don’t blame you. But unlike Fred and Ginger, we really are talking about two
Planning for Retirement vs. Planning in Retirement Read More »
Secret #1: Financial Planners rarely, if ever, consistently beat index returns after netting out their fees You know that friend or relative who’s always telling you they’ve “got a guy” who can
4 Dirty Secrets Financial Planners Don’t Want You to Know Read More »
Find Out What Makes Us Different from a Financial Advisor For most people, the financial services industry can be downright intimidating. With all the jargon and complexities, it’s no wonder
What is a Retirement Planner? Read More »
Taking Action at These Junctures Can Pay Off When It Matters Most The word “taxes” sparks fear in many people. After years of paying them, you’d think they’d cause less
Three Opportunities to Lower Your Tax Bill for Retirement Read More »
You Could Go It Alone, But Here’s Why We Don’t Recommend It You might have seen a late-night infomercial or two that promises to sell you something that will make
The Four Life Events That Are Easier with a Retirement Planner Read More »
The Two Taxes You’ve Never Heard of but Ought to Know About You’ve worked hard, paid your taxes, and—with the right planning—should be able to enjoy a tax bracket lower than you did in your peak earning years. Yet just
Get Ahead of the Widow’s and Kiddo’s Penalties Read More »
These changes to the capital gains tax would affect nearly everyone. Buckle up, retirees. There may be a bumpy ride ahead. While the 2020 election may be behind us,
How the Biden Tax Plan Could Change Your Retirement Read More »
Three Ways to Keep More of Your Hard-Earned Money The only thing that feels better than retiring is knowing you’ve done so with a great strategy to help minimize
How to Minimize Your Taxes in Retirement Read More »