Posted by Denise Kovach, CFP®, AIF®, NSSA® For years, Americans have been utilizing Social Security claiming strategies to maximize their overall…
Retirement is a major milestone that brings many life changes. One thing that doesn't change for most people: the fear…
Posted by Roger Johnson, CFP®, AIF® Keeping your cool can be hard to do when the market goes on one…
The market has been lousy for the better part of a year. And unfortunately, the current tax season promises to…
Being ready to retire means more than being ready to stop waking up at 6:00 a.m. to put in long…
Posted by Nancy Hecht, CFP®, AIF® Question: My husband and I are in our 70′s, retired and in good health.…
Posted by Joe Bert, CFP®, AIF® By popular request, we have provided simple formulas and tables that will assist you…
Most investors are still reeling from the steep stock market drop that occurred in January 2016. The brief mini-crash of…
Because federal tax law reaches deep into all aspects of our lives, it’s no surprise that the rules that affect…
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