When should you take Social Security?
One of your important sources of retirement income will likely be Social Security — but when should you start taking it?
You can start collecting Social Security benefits at 62, but your checks will be considerably bigger if you wait until your full retirement age, which is likely between 66 and 67. You could…
If you have student loans, you likely received a “payment vacation” over the past few years, due to legislation related to COVID-19. But if you’re like millions of other borrowers, you may have recently been required to resume your payments. How will this affect your overall financial situation?
Of course, the first thing that comes to mind is the effect…
If you want to provide educational opportunities for your children or grandchildren, you may want to consider investing in a 529 plan. In recent years, this plan has gotten more flexible, and potentially more powerful, than ever.
A key benefit of a 529 plan is that earnings are generally tax free, provided the money is used for qualified educational expenses.…
If you’re a business owner, you’ve got a lot on your mind – cash flow, competition, marketing, and so on. However, you may also want to think about tomorrow – if you don’t already have one, you might want to consider establishing a retirement plan.
Beyond helping you and your employees build assets, a retirement plan is a good way…
As a business owner, you’re always busy, so it’s understandable if you’ve put off thinking about events that won’t occur until far in the future – such as your retirement, the sale or transfer of your business and the settling of your estate. Nonetheless, it’s a good idea to start planning now, while also recognizing the special challenges that women…
Have you ever let your emotions get involved in your investment decisions?
Join us for My Brain Made Me Do It, a complimentary fact-based presentation about how our brain plays a role in investing. We will cover:
The human brain and our psychology
The brain’s reaction to emotional situations
How to avoid common investing mistakes
Do not miss this exclusive…
Social Security has the potential to be a key financial asset, yet too many Americans fail to make the most of it. Please join us for a complimentary Social Security – How We Grow from Here presentation on how to make the most of this program. We will cover:
·
The basics of Social Security
·
Incorporating Social Security…
