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Kyle Walters - The Personal CFO

Strategies When You Are Married And Filing For Social Security

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.

If you're retired, does a Roth conversion make sense?

As we approach the end of the year, you may be doing some strategic tax planning. Your strategy...

Retirees: Beware the Medicare Cliff that Could Cost You Thousands

Much like there are different tax brackets for your income, there are also different levels of...

How do you minimize your taxes in retirement?

When it comes to taxes, not all income is created equal in retirement. Two critical factors will...

How Do You Turn Your Retirement Portfolio Into A Retirement Paycheck?

Congratulations! You’ve made it. You’ve spent decades saving and investing for this very...

Two Serious Risks to Your Retirement Income Plan

For decades, you have diligently saved and invested so that one day, you would be able to retire...

Is There A Gap In Your Retirement Income Plan?

Income planning may be the most critical element of your retirement plan. But, generating a...

3 WAYS BIDEN'S TAX INCREASES IMPACT RETIREES

On March 31st, 2021, President Biden unveiled an expansive $2.7 trillion infrastructure proposal...

Swing in Small Value Stocks Shows Benefits of Staying the Course

History has shown that over time, small-cap value offers potentially attractive returns.  Recent...

Bulls, Bears, and Long-Term Benefits of Stock Investing

Stock returns are volatile, but nearly a century of bull and bear markets shows that the good...