social-security-increases

Three Surprising Things About Social Security That Everyone Should Know

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For most people, Social Security is going to be an important part of their retirement income. But in spite of how well known this program is, and the fact that its coverage is nearly universal, and that you probably have a lot of friends,…

Probate is a Hassle, However It Can Be Totally Preventable

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The old saying is tried and true: nothing is certain except for death and taxes. When it comes to the first part of that saying, the fact is that there is nothing at all certain about the probate hassles that often come along with the passing…

Financial Planning Tips for People in Their 50s

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I was recently interviewed on Fox 8 News about a critical topic in the world of retirement planning: financial mistakes that people make in their 50s. Of all of the financial tips I shared, I’ve outlined three of most important below. If…

Costly Financial Mistakes Recently Made by Celebrities

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You would think that rich, famous celebrities would take great care of their estate and financial planning affairs, wouldn’t you? That they couldn’t possibly make the same mistakes as the rest of us common, ordinary folk often do. You…

Could Obamacare be Your Ticket to Early Retirement?

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Are you thinking of retiring early? That has to be one of the single most common questions I get from clients. It happens all the time: you start to get increasingly tired of the “corporate rat race” and begin thinking more and more that…

Four Ways to Help Aging Parents Handle Their Finances

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Americans are living longer, healthier lives, and that’s certainly a good thing. In addition, what we are seeing in our practice is that many of our clients have spent years planning their retirement finances very carefully,  as a result…

What on Earth is Going on with Gold?

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The financial markets have always been known for doing crazy things at times, and the spotlight can turn to any asset class at any time. Well, have you noticed what’s been going on with gold lately? If not, it’s time to pay attention!! First,…

Prepare Yourself for What Could be a Bumpy Ride in 2013

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Thankfully, the “Fiscal Cliff” was narrowly averted at the start of 2013, and the economy did not fall apart the way many media reports predicted would happen. But what should you expect from the economy and the markets in the first half…

Seven Critical Things to Do Before Retiring

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If you’re thinking of retiring, and wondering if you’re ready, there are some critical planning issues that need to be examined. Below is just a partial checklist of some items that you should consider. How many of these important issues…

Social Security: It Pays to Know the Rules

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For most retirees, Social Security will play a significant role in their overall retirement income picture. And when it comes to the rules for how Social Security works, most people are at least somewhat familiar with the basics, such as the…