On January 5th, President Biden signed into law “The Social Security Fairness Act” (SSFA) which has...
The Social Security Fairness Act: A Transformative Shift for Retirees
The Social Security Fairness Act: A Transformative Shift for Retirees
Learn how the Social Security Fairness Act enhances financial security for retirees by eliminating the Windfall Elimination Provision and Government Pension Offset.
January 14, 2025
3
min read
Creating a Safe, Secure, and Efficient Home Office
Creating a Safe, Secure, and Efficient Home Office
Some essential tips to help you ensure that your home office is both functional and secure as you step into or plan for retirement.
January 12, 2025
4
min read
Exploring REITs: An Alternative Income Source for Retirement
Exploring REITs: An Alternative Income Source for Retirement
Explore alternative income sources in retirement through REITs for potential income and diversification, while understanding their benefits and risks.
January 8, 2025
1
min read
2024—Another rise in excess of 20%
2024—Another rise in excess of 20%
Fed rate cuts and robust economic growth fueled a 20% rise in the S&P 500 for 2024, but 2025 faces potential inflation and policy challenges.
January 7, 2025
3
min read
Trusts - Revocable or Irrevocable?
Trusts - Revocable or Irrevocable?
When it comes to protecting your estate, a trust is one vehicle that can help. Choosing the right trust arrangement can be crucial. To decide if and which trust to choose, you need to work with an attorney, there are a few things to consider.
December 27, 2024
1
min read
How to Maximize Your Social Security Benefits for a Higher Retirement Income
How to Maximize Your Social Security Benefits for a Higher Retirement Income
Learn how to maximize your Social Security benefits by delaying collection for higher payouts and understanding your full retirement age.
December 18, 2024
1
min read
Retirement Planning: Balancing Short, Medium, and Long-Term Goals
Retirement Planning: Balancing Short, Medium, and Long-Term Goals
Plan a secure retirement by balancing short, medium, and long-term goals with tailored income strategies and investments to meet your unique needs.
December 17, 2024
1
min read
Should I Retire Early or Not?
Should I Retire Early or Not?
The idea of retiring in your 50’s or early 60’s can be an extremely alluring one. But there are definite pros and cons to consider.
December 12, 2024
1
min read
Market Commentary: November Rally Explained
Market Commentary: November Rally Explained
November saw gains fueled by investor optimism following a non-contested election and Trump's pro-business agenda, despite concerns over proposed tariffs.
December 9, 2024
2
min read
Income Streams for Retirement
Income Streams for Retirement
These days very few people can afford to retire when and how they want on their savings alone. You need a consistent stream of income – often more than one – to meet expenses, live your desired lifestyle, check items off your bucket list, and ensure your money lasts a lifetime. The good news is there are many potential wells to draw from.
December 4, 2024
1
min read
As we celebrate Home Office Safety and Security Week (January 12-18, 2025), it’s the perfect time...
There are more sources of income out there beyond Social Security and standard investments like...
One year ago, I mentioned, “Rate cuts that occur because the Fed ‘can,’ not because they ‘must,’ is...
Revocable or Irrevocable, that is the question, right?
When it comes to income, few sources are more important — or more reliable — than Social Security....
An oft-neglected way to ensure you have moreincome than you’ll actually need in retirement is to...
This is a common question, and definitely one every person should ask themselves sooner or later.
Elections and politics are difficult topics. Give 10 people one topic to discuss, and you will...
One of the most important questions you can ask yourself about retirement is “How will I replace my...