Investing before, during and after retirement
Many of my clients come to my company around retirement, which could mean during the few years leading up to retirement, during retirement, or a few years after retirement. All three of these time segments may require a change in investment strategy. How dramatic the...
How to file for Social Security
While there is an awful lot of debate on when you should file for Social Security benefits, the way in which you file is more straightforward, but not without its own confusing issues. Let’s take a look at what those issues are and what is required to start getting...
When to claim Social Security
Since April is National Social Security Month, I thought it would be helpful to cover when to claim your benefits and how to claim them, which I’ll cover in next week’s article. There tends to be an awful lot of advice flying around regarding when you should claim...
Start early when it comes to financial literacy
Did you know that April is National Financial Literacy Month? Financial literacy is key to achieving financial freedom. The earlier you start managing your money wisely, the better. By building strong financial habits, staying disciplined, and setting clear goals, you...
