Dec 30, 2021
When it comes to maximizing Social Security retirement benefits, Americans do a horrible job. It’s been reported that only about 4% of retirees make the optimal Social Security claiming decision. That means most people planning to retire will end up losing roughly $2.1 trillion dollars....
Dec 23, 2021
Today, we are talking about taxes and how they can lead to some surprises after retirement. This can be especially scary for anyone nearing retirement. Being “tax-wise” is no longer a concern for only the wealthy. Most fear that increased tax rates are looming on the horizon....
Dec 16, 2021
If you are recently retired, it’s time to shift your thinking when it comes to how and why you invest your dollars. You may be looking for the essential elements to a successful retirement plan. You've moved from “paycheck” mode into “distribution” mode....
Nov 24, 2021
In recent years, there has been a huge push in the field of “behavioral finance.” That is, what types of behaviors do people that can affect one’s portfolio. That’s what we are going to talk about on the today’s show. We're going to discuss if it's...
Nov 24, 2021
Planning for major life events can be very exciting, but it can also be very stressful. These types of events should require some deep thought and a thorough planning process. Some people enjoy the planning process and take the time to do so, while others do not spend as much time...