Retirement

Retirees Lose $3.4 Trillion By Claiming Social Security Too Early

By |2019-09-04T13:00:17-04:00September 4th, 2019|Financial Planning, Retirement|

For years now, there’s been lots of talk about what happens if you claim Social Security benefits before full retirement age (FRA) or even waiting until the maximum age of 70. Claiming early means you’ll receive less money, permanently, than if you waited. In spite of the warnings, only 4% of retirees wait until 70 [...]

The Lump Sum Distribution Monster

By |2019-08-19T12:38:54-04:00August 19th, 2019|Financial Planning, Retirement|

It’s the end of an era, at least for Baby Boomers. Some have already retired; many more can see the finish line of their working years. For Boomers with highly appreciated company stock in their 401(k) a major decision is whether to do an IRA rollover, leave the money in the employer plan, or use [...]

SPECIAL REPORT: The Definitive Guide to Medicare

By |2019-08-16T13:47:22-04:00August 16th, 2019|Financial Planning, Retirement|

There’s a common misconception that Medicare is a simple, automatic process when you turn 65. Nothing could be further from the truth. The responsibility to enroll is on your shoulders, and if you miss deadlines or don’t enroll in just the right way, you can incur penalties that will consume chunks of your retirement income [...]

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