Deciding when you and your spouse will each take Social Security retirement benefits can be tricky, but aligning your claiming strategies properly can result in you receiving a higher lifetime benefit. Therefore, it’s imperative that you think through your claiming strategies far in advance of retirement. This way you can work the maximum estimated Social Security benefit into your overall retirement income plan.
As we approach the end of the year, you may be doing some strategic tax planning. Your strategy...
Much like there are different tax brackets for your income, there are also different levels of...
When it comes to taxes, not all income is created equal in retirement. Two critical factors will...
Congratulations! You’ve made it. You’ve spent decades saving and investing for this very...
For decades, you have diligently saved and invested so that one day, you would be able to retire...
Income planning may be the most critical element of your retirement plan. But, generating a...
On March 31st, 2021, President Biden unveiled an expansive $2.7 trillion infrastructure proposal...
History has shown that over time, small-cap value offers potentially attractive returns. Recent...
Stock returns are volatile, but nearly a century of bull and bear markets shows that the good...