About admin

This author has not yet filled in any details.
So far admin has created 25 blog entries.

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.

Ep 11: Awkward Conversations With Your Financial Advisor – Part 2

2019-11-25T14:01:17-05:00November 21st, 2019|

No one enjoys having to take part in those difficult conversations but it’s a necessary part of building a comprehensive retirement plan. Let’s finish up our two-part series with three additional topics that you might not enjoy discussing but your financial advisor needs to be asking these questions.   

Ep 10: Awkward Conversations With Your Financial Advisor – Part 1

2019-11-25T14:01:36-05:00November 14th, 2019|

No one enjoys having to take part in those difficult conversations but it’s a necessary part of building a comprehensive retirement plan. Let’s explore two of those awkward conversations every good financial advisor should be bringing up with you. In part one of this series, we’ll look at how the death of a spouse and the possibility of nursing home care can affect your plan.

Load More Posts