Weekend Reading: 3 Social Security Do-Over Options
If you’re having second thoughts about your Social Security claiming strategy, the good news is, “do-over” options exist.
Weekend Reading: 5 Tax-Efficient Wealth Transfer Strategies to Consider Before 2026
A constant that has remained within proposed tax bills from the Biden administration is that most changes will impact the wealthy, so now is the time to consider if – and how – estate tax liability could impact your beneficiaries.
Weekend Reading: Why Most Financial Plans Fail
Here’s a shocking statistic: About 70 percent of financial planning recommendations are never implemented. Why? It might be a direct result of the advisor you work with, or your natural behavioral finance tendencies.
Weekend Reading: 3 Ways Early Retirees Can Minimize Their Health Insurance Costs
If you’re planning on retiring before you’re eligible for Medicare coverage (age 65), one major component you’ll need to account for is healthcare.
Weekend Reading: 7 Ways the New Tax Bill Could Impact Retirement Planning
A first look at a major proposed tax bill was just released by the Ways and Means Committee, and it has the power to change a number of things in the retirement planning realm.
Weekend Reading: How a Key Biden Tax Idea Got Crushed
You’re most likely well aware of the Biden Administration’s plans to increase taxes on the wealthy, but one of those initiatives is not moving forward.
Weekend Reading: Reinventing the Wheel
As Fritz Gilbert states: "Seeking the best wheel for the situation we’re facing makes life better." In the end, retirement is an opportunity to adjust, improve and find a new approach.
Weekend Reading: What the New Outlook for Social Security Means for You
If you’re worried about the future stability of Social Security, rest assured, the outlook still looks positive.
Weekend Reading: Should You Change Your Financial Plan Because of Short-Term Changes in Inflation and Monetary Policy?
Inflation continues to circulate headlines and ignite fear of an unpredictable future, but the good news is, a well-rounded retirement plan can weather the storm (short-term or not).
Weekend Reading: How Market Timing Destroys Wealth
You’ve probably heard it before, but it holds steadfast and true: Boring is often better when it comes to investing.
Weekend Reading: 10 Ways to Improve Your Health and Live Longer
It’s time to leverage our longevity revolution. The reality is, living to age 100 is very likely for a large portion of today’s population.
Weekend Reading: My Investing Nightmare
The goal of a secure retirement plan is to prevent you from staying awake at night worrying about the next financial crisis, but in the event you have an investment nightmare, what would it be?