Chances are, you probably have your Social Security number memorized, so you may not have had to use your card in a while. However, there are times when you may be required to show your actual card, such as when you start a new...
Turning Retirement Savings Into Retirement Income
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You've been saving diligently for years, and now it's time to think about how to convert the money in your traditional 401(k)s (or similar workplace savings plans) into retirement income. But hold on, not so fast. You may need to...
Five Things to Know Before Becoming a Landlord
Increased cash flow, property appreciation, and tax benefits are three major reasons why people want to own rental properties. But being a landlord takes time and money, so before you purchase an investment property or rent out...
Do You Know Your Mutual Funds?
Know Your Mutual Funds
Almost 100 million Americans, representing about 44% of U.S. households, owned mutual funds in 2018. Saving for retirement was the primary goal for 73% of investors; other goals included saving for...
Social Security Spousal Benefits
Social Security. One of the most complicated questions in retirement planning. We received a question the other day that felt worth sharing to us. It begins as follows:
"I am a year older than my wife. I plan to defer claiming...
How To Set Up A Simple IRA
Setting up SIMPLE IRA plans can seem overwhelming, but are pretty simple, and also something our firm specializes in for small businesses.