Financial Planning
Tale of Two Retirements
About 15 years ago, both Ross and Bobby retired. Bobby had about twice as much money in his retirement plan; neither had a monthly pension, except for Social Security.
All that glitters is not gold
Be wary of alternative Social Security claiming strategies, which are in the news now that baby boomers are eligible for benefits. There are expensive software tools designed to help retirees “maximize” their benefits.
The Lasting Impact of 9/11
Ever since that horrific day in 2001, nearly 14 years ago, we have seen an increase in the use of the calendar to create and enhance awareness of our pet projects or concerns.
That New Car Smell
Light vehicle sales have been constantly improving since the recession ended nearly six years ago, with annualized sales volume surpassing the 20 year average of 15.5 million vehicles about two years ago.
Prefer Your Grandkids to Your Kids?
The beneficiary of an IRA has significant tax benefits which should not be overlooked when naming the beneficiaries and contingent beneficiaries on retirement accounts such as IRA and 401(k) plans.
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