Evaluating your Social Security decision can be tricky. Waiting to start benefits can pay off—if you live long enough. We’ll show you one way you can look at your situation. Video: Evaluating Your Social Security Decision Plan for A Better Retirement We created Monday Morning Money with one goal in mind. Give you information to […]
Continue readingA Recession Knocking On The Door
If my inbox, the headlines, and the magazine covers are any indication, there is a recession knocking on our door. How could that affect your accounts? And, what can we do? That’s our topic for this episode of What’s Happening Now. Listen Now: A Recession Knocking On The Door (6:16) What’s On Your Mind? Do you […]
Continue readingHave To Retire Early? Here is What Happens.
Nearly half of Americans plan to work beyond age 65. But studies show only 19% are able to do so. For some retiring at a younger age is a choice. They’ve saved enough and confidently walk away. But what if you have to retire early? What happens to your finances?
Continue readingThe New Social Security Scam
There is a new Social Security scam. You get a call and are told your Social Security number is linked to fraudlent activity. We have an actual voicemail and a few tips to help you protect yourself. Listen Now: The New Social Security Scam (4:20) What To Do If You Are Worried… You can contact […]
Continue readingHow Would A Roth IRA Impact Your Retirement?
We all know Roth IRA’s allow for tax free growth. But how will a Roth IRA impact your retirement? We’ll take a look at a couple of real life examples to show you the real value of these accounts. Video: How Would A Roth IRA Impact Your Retirement? Plan for A Better Retirement We created […]
Continue readingWhat’s Happening Now: Death of the Stretch IRA
The US House and Senate are working on legislation which will change Required Minimum Distributions. Those changes could mean the death of the stretch IRA. Listen Now: Death of the Stretch IRA (6 Minutes) You can enjoy this and other content on our youtube channel. Just click the button to the right, and be sure […]
Continue readingThe 4 Percent Rule
Creating an income stream from your nest egg presents some challenges. If you take too much, you increase the risk of running out of money. If you take too little, you can miss out on some of life’s experiences. Today we dig into the 4 percent rule. We explain what it is, and why we […]
Continue readingWhat’s Happening Now: Chinese Tariffs and A Possible Stock Market Correction.
What’s Happening Now: A New Series Today we introduce a new series, What’s Happening Now. The focus will be on current events which impact your investments and your retirement. Our first video discusses Chinese tariffs and a possible stock market correction. Audio Cast: Chinese Tariffs and A Possible Stock Market Correction Audio Only What’s On […]
Continue readingHow Does Your Age Affect Your Retirement?
Last week we asked the question, “Will your retirement savings last 23 years?” Today we ask, how does your age affect your retirement? Video: How Does Your Age Affect Your Retirement? Plan for A Better Retirement We created Monday Morning Money with one goal in mind. Give you information to inspire you to plan for […]
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