/Social Security

Mid-June Update

Deciding When To Take Social Security:  Retirement Planning Deciding when to take Social Security benefits is one of the most important decisions one will make for retirement. You may either base the decision strictly on monetary benefits, or your decision may be more personally based. The important question is when to start taking benefits, at [...]

By | 2019-06-18T11:08:00-04:00 June 18th, 2019|401k Planning, IRAs, Retirement, Social Security|0 Comments

Mid-May Update

Unemployment At 50 Year Low:  Economy The labor market is as strong as it’s been in 50 years. The US economy added 263,000 jobs in April which marked the 103rd straight month of gains. Unemployment fell to 3.6%. The last time unemployment was that low, 350,000 rock and roll fans were attending a festival called [...]

By | 2019-05-20T17:31:49-04:00 May 20th, 2019|Planning, Retirement, Social Security|0 Comments

Mid-August 2018 Update

Download in PDF Format for Easy Printing of the Entire Update NYSE FANG+ Index  Hits Correction: Retirement Investing On July 10th, Michael Sheetz from @Thesheettztweetz published the following chart in a CNBC article illustrating how just three companies, Amazon, Netflix and Microsoft were responsible for 71% of the S&P 500 returns and 78% of the [...]

By | 2018-10-25T11:46:40-04:00 August 21st, 2018|Estate Planning, Investing, Retirement, Social Security, Taxes|0 Comments

How To Think About Your Social Security

As more Americans enter retirement or semi-retirement without a lifelong income stream from a corporate pension, it can’t hurt to think about how you can maximize your social security – or at least not ruin your benefit! According to Right Capital financial planning software, there are at least 567 possible claiming strategies for a married [...]

Mid-December Update

  Download in PDF Format for Easy Printing of the Entire Update Equity Update – Domestic Stock Markets The Dow pierced through 24,000 towards the end of November as optimism about tax reform passage intensified. A primary emphasis to reduce both corporate tax rates and small business rates accelerated equity prices higher as optimism grew [...]

By | 2018-10-25T12:10:34-04:00 December 20th, 2017|Financial Planning, Investing, Retirement, Social Security|0 Comments

What Are the Rules When It Comes to Collecting Social Security While Working?

Are you considering working while you are collecting Social Security as part of your retirement? Even if you're thinking about occasionally working part-time, when it comes to working and earning Social Security, you've got to be careful. Why? Because, if you begin earning too much money at work, you could get a reduced income courtesy [...]

By | 2017-11-29T21:24:36-05:00 November 29th, 2017|Financial Planning, Social Security|0 Comments