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3 Ways to Boost Your Social Security Benefits
A question we hear often is “Is it possible to increase my Social Security benefits?” The answer is yes, there are 3 basic ways you can boost your benefits; work…
Read MoreImpact of Inflation in Retirement
The medical profession refers to high blood pressure as the silent killer. In investing, the silent killer is INFLATION. The minimum return on any retirement investment must be at least…
Read MoreIs Tax Planning Missing in Your Retirement Planning?
Too many retirees believe that they don’t have to do any planning in retirement. They spent years saving for their retirement and now they think they can coast. WRONG! There…
Read MoreDon’t Let Timing Ruin Your Retirement
Did you know that one of the greatest risks to your retirement portfolio can happen in the first years you retire? The timing of when you begin withdrawing money from…
Read MoreHow 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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