Latest Articles
Social Security (2)12 Articles
Wed, Jun 28, 2023
Timing is Everything: When Should YOU Take Social Security?
You can start collecting your monthly retirement paycheck from Social Security between 62 and 70 years old. Eight years is a wide window…so consider these major factors as you decide when to claim your benefit.
Wed, Jun 14, 2023
Social Security: Spousal Benefits and More
Many Americans contribute to Social Security for years without knowing the full potential of their programs. But Social Security goes beyond retirement benefits. Discover the ins and outs of Social Security spousal and survivors benefits.
Tue, Aug 2, 2022
Finding Retirement Income in a Down Market
Most retirees have some combination of six sources of income to draw upon in retirement. But when the stock market is down significantly, taking income from some sources may hurt your wealth in the long run. Instead we suggest pulling income in this order…
Wed, Jul 20, 2022
3 Wealth Planning Strategies at Every Life Stage
Wouldn’t it be nice if retirement happened without fuss or bother? Unfortunately, that’s not usually the case. It often takes years of planning. But hopefully, this checklist will give you the key steps to take at each life stage, so you can possibly retire when you want and live the retirement of your dreams.
Tue, Jul 19, 2022
A Choice Way to Build Your Retirement Income
When it comes to funding your retirement, building your income streams is only part of the equation. You also need to figure out the order in which you’ll use them.
Wed, Jan 5, 2022
2 Layers of a Sustainable Retirement Investment Strategy
What does retirement look like to you? Unfortunately, many individuals don’t dream big until they feel financially secure. This two-layer retirement investment strategy can set you on the path to reaching your dreams.
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6 Sources of Retirement Income
Many retirement planning guides focus on finances, but we believe a satisfying retirement goes beyond how much money you have saved. It’s also about how you intend to use your savings.