Posts by Barb
How Can Social Security and Retirement Planning Work Together For Your Benefit?
Many people believe Social Security will pay for their retirement, but Social Security was designed to be just a complement to a pension and investments. So don’t rely only on…
Read MoreWhen is the Best Time to Retire?
You might be asking yourself, “When should I retire? Should I retire early or defer it?” Deciding when to retire may not be just one decision, but a series of…
Read MoreYour Spouse Just Passed Away – What Should You Do?
The death of a spouse is one of the most devastating events of a person’s life. During this difficult time, do not make any major financial decisions right away. Allow…
Read MoreWhen Does a Roth Conversion Make Sense?
With a traditional IRA, you may qualify for a tax deduction when you invest your money. But later, when you take the money out in retirement, all those distributions are…
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