Oct 8, 2015 | Asset Allocation, Boomer Retirement, Do You Know, Planning for Longevity, Protect Your Family, Retirement Plans
We’ve said it before, and we’ll say it again: Social Security can be a maze, and sensibly navigating the system can put significant dollars in your pocket. “Considering so many Americans rely on Social Security for a good piece of their retirement funding, you’d...
Oct 2, 2015 | Do You Know, Obamacare, Planning for Longevity, Retirement Plans, Tax Planning and Deductions
Most assumptions, Marshall McLuhan said, have outlived their uselessness. And when it comes to retirement assumptions, as Tom Sightings writes in a splendid usnews.com piece, there are reasons why “some of them are true, some are false and a few of them are in...
Sep 21, 2015 | Do You Know, Planning for Longevity, Retirement Plans, Risk and Rewards
There’s general agreement that waiting longer to file for Social Security makes good financial sense, but the problem is, as Tom Anderson writes in an excellent cnbc.com piece, “life often gets in the way.” Excerpts from his article: “A Nationwide Retirement Institute...
Jun 16, 2015 | Boomer Retirement, Planning for Longevity, Retirement Plans, Risk and Rewards, Tax Planning and Deductions
It’s fair to say that most Americans would agree that Social Security—a benefit that’s said to represent nearly 40 percent of the average retiree’s income—remains a promise that can’t and shouldn’t be broken. But it’s also safe to say that getting your Social Security...
