Latest News
Further Discussion on the Impact of a Shutdown
We dodged a bullet on the most recent government shutdown exercise, bu the political clmate being what it is, it’s not unlikely that we won’t get to that point again. In a post today on tucson.com, columnist Tom Margenau takes a…
Looking Long-Range at Retirement? Here Are the New Considerations
Most people would think that maximizing investments and minimizing the impact of taxes are the key strategic moves to be made as they plan for retirement. While these are certainly important points to consider, the demographic and systemic changes that have occurred…
The Importance of Diligence in Re-evaluating Retirement Savings Strategies
In the wake of recent tax reform legislation, a consistent thought seems to have emerged–be proactive in examining and re-evaluating the effectiveness of your retirement savings strategies. Although the final bill signed into law by President Trump really didn’t have…
One of Social Security’s Most Incorrect Assumptions
Yahoo Finance contributor Christy Bieber of The Motley Fool reports that, according to a Fidelity Investments survey, 40% of those who claim Social Security benefits early (before their full retirement age) believe that the penalty (the reduction in monthly income) will…
5 Ways Social Security Protects You and Your Family
(Source: Social Security Administration) Next payday, when you see a portion of your wages go toward FICA taxes, rest easier knowing that your investment in Social Security brings a lifetime of protections for you and your family. From your first…
Social Security: A “Nearly Perfect” Component of Your Retirement Strategy
Steve Vernon, consulting research scholar at the Stanford Center on Longevity, in collaboration with the Society of Actuaries (SOA), puts forth suggestions for accumulating the nest egg you’ll need for retirement. In his article, he cites Social Security as being “nearly a…
The 4% Rule Revisited
It’s a persistent dilemma for retirees and soon-to-be retirees–the concern over outliving one’s accumulated nest egg in retirement. And it’s a valid concern, since statistically, surveys show that many folks have not been able to save at levels that would…
Setting a Financial Strategy for the Retirement Years
Social Security and Medicare both loom high on the list of importance areas to consider when plotting a financial strategy for that segment of your life. In an article posted on www.columbusceo.com by freelance writer Craig Lovelace, the specific points to consider…
Finding the “Right” Retirement Place
Finding that “ideal” place to spend the retirement segment of you life is not a simple task. There are any variables you want to consider, including cost-of-living, access to medical care, climate, and so on. The folks at ThinkAdvisor have…
In the 55-64 age bracket? If so, here are some financial strategy thoughts.
This is the time when many folks begin to give serious thought to their retirement years, and particularly the financial area. Questions like “How much will I need?,” and “Am I saving enough” move to the forefront of their thought processes…