Family meetings to discuss your plan
A while back, I wrote an article on how to discuss money with your children at different stages of their lives. As we get older and our children become adults, one of the best ways to have this discussion is to hold a moderated family meeting. This is one of my...
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...
