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Ep 22: Is Retiring at 65 Still a Realistic Goal?

2020-01-27T16:02:55-05:00February 13th, 2020|

For as long as we can remember, 65 has been the age that most people are expected to retire. That’s what we were taught at an early age and it’s the number that has guided planning for some time. But is that age a thing of the past? With a that number increasing around the world, should you go ahead and expect to retire at a later date?

Ep 21: SECURE Act Brings Changes to Retirement Accounts

2020-02-06T09:22:20-05:00February 6th, 2020|

Attention has turned to the new SECURE Act to begin the new year and for good reason. This marks the first significant retirement legislation in years and it’ll be impacting both retirees and pre-retirees. What changes should you be planning for and what other considerations need to be made? That’s what we’ll be discussing on this episode.

Ep 17: Do You Have to Pay Taxes on Social Security Benefits?

2019-12-11T10:31:16-05:00January 2nd, 2020|

Let’s wrap up our four-part series on Social Security misunderstandings by talking about the dreaded ‘T’ word. After years of paying the government, you might not think that you have to send more money their way when you start claiming your benefits. We’re going to clear up that subject today by explaining how taxes are calculated for an individual’s Social Security and how we work with our clients to lessen that burden.

Ep 16: Choosing the Best Social Security Claiming Strategy

2019-11-26T10:49:06-05:00December 26th, 2019|

Are you nearing retirement and thinking about how and when you’ll claim Social Security? It can be as simple as visiting your local Social Security Administration office and filling out the paperwork, but can they also help you decide which strategy to use? That’s the next topic in a four-part series on the top misunderstandings with Social Security.

Ep 15: What Age Should You Claim Social Security?

2019-11-25T15:58:14-05:00December 19th, 2019|

Our four-part series on Social Security misunderstandings continues with a discussion on the age you should target for claiming your benefits. Some people will tell you that claiming benefits as early as possible is your best option while others will insist on waiting as long as possible. So which is it? Let’s discuss the factors that go into the decision.

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