Tagged with Social Security

EVERYONE NEEDS AN ADVISOR

EVERYONE NEEDS AN ADVISOR

This article will be somewhat biased given the fact that I am a financial advisor.  Having said that, I truly believe if you can find a competent and trustworthy financial advisor, they can be worth their weight in gold. Many people mistake investment planning for financial planning. Investment planning is just one component of overall … Continue reading

THE COST OF WAITING

THE COST OF WAITING

In today’s busy world, people often are reacting to things that are urgent but not necessarily vital.  One of those vital areas is retirement planning.  We meet people every day that are within 5 years of retirement and still putting off planning.  I believe they do this because they think there is very little to … Continue reading

SOCIAL SECURITY MISTAKES RETIREES MAKE

I have noticed that most retirees have very little counsel as it relates to maximizing a very important retirement asset, their Social Security benefits.  Many people believe that once they hit age 62, they should immediately begin receiving Social Security benefits.  This can be a huge mistake and cost your family hundreds of thousands of … Continue reading