We are opening up the mailbag today. George wants to know how much risk he should take with his investments and Robert wonders which Roth – 401k or IRA – is better? We’ll also discuss the best way to help your parents with their investments and whether it’s smart to take Social Security early.
Getting spouses on the same page with their retirement plan can often be a challenge. We’ll share some of the common things couples mess up when it comes to their finances and what you can do to avoid these mistakes.
Sometimes the easiest way to learn about something is to make it really simple. There are a lot of assumptions out there about finances, so let’s take some time to clear those up. Like the true/false tests you might have taken back in grade school, let’s play a round of fact or fiction to test your financial planning acuity.
Yes, you read that right. There are taxes on your Social Security benefits. How much? Well, that depends on your combined income. In this post and video, I discuss how to determine how much of your Social Security benefit is taxable. Also, potential ways to reduce the taxes on your Social Security benefit.
How much of what you know or what you’ve heard is true when it comes to financial planning? Join us as we play a little game of fact or fiction when it comes to taxes, Social Security and investments.
Today we’re answering questions about Social Security, emergency funds and more. Find out what advice we give people in these types of situations.
Today we’re talking about financial questions we have received and how they might help you. You might find yourself in a similar situation so hopefully some of this guidance can benefit you or someone you know.
If you’re planning to retire by age 65, what areas do you need to have covered? We’ll tell you some specific things you need to have ready to go so you can retire by that age.
Did you know that nearly a third of near-retirees fail a basic quiz on Social Security? It’s such an important piece of your retirement, so we want to make sure you know the answers.
If you are age 50 or older, there are some key ages to be aware of that would potentially: Save you money; Allow you to save more money towards your retirement; Increase your income; and reduce your overall tax situation. In this video I cover 9 important ages to be aware of, why the age is important, and strategies that may be available to you at those ages.