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Did you know that the first person ever to receive ongoing Social Security benefits was a woman? Ever since Ida May Fuller received the first retirement benefit check in 1940, women have been counting on Social Security to provide much-needed retirement income. Social Security provides other important benefits too, including disability and survivor’s benefits, that [...]
There are certainly a variety of strategies for paying off debt, many of which can reduce how long it will take to pay off the debt and the total interest paid. But should you pay off the debt? Or should you save and invest? To find out, compare what rate of return you can earn [...]
What is meant by “designing an investment portfolio”? Designing an investment portfolio is the process of determining which investment vehicles will help you pursue your personal goals. First, you’ll want to identify the personal investment goals that you would like to fulfill. These goals will be closely tied to a number of factors, such as [...]
Go out into your yard and dig a big hole. Every month, throw $50 into it, but don’t take any money out until you’re ready to buy a house, send your child to college, or retire. It sounds a little crazy, doesn’t it? But that’s what investing without setting clear-cut goals is like. If [...]
Below are summaries of some basic principles you should understand when evaluating an investment opportunity or making an investment decision. Rest assured, understanding investment terms and concepts is not rocket science. In fact, you’ll see that the most important principle on which to base your investment education is simply good common sense. You’ve decided to [...]
Basic tax planning is great, but beyond the basics there are a number of ways that you can reduce or even eliminate your tax burden. This is one of the things that we specialize in, especially when working with retirees, business owners, and our self-employed clients. The bottom line is that we help our clients develop and implement tax strategies that save them money.
What is ToSSMAX™? ToSSMAX™ stands for Timing of Social Security Retirement Income Maximization Program and it is our proprietary approach to helping you maximize your retirement … [Read More]
The Consumer Financial Protection Bureau (CFPB) has found itself at the center of recent political controversy in Washington. As a result, many … [Read More...]
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