Download PDF Before you retire, you should know what all your various sources of income will be, and how much you can expect to receive from each. Obviously, Social Security benefits will be one of those sources, but how much you can expect to receive depends on many factors. There are ways to maximize your …
Download PDF Nothing exists in a vacuum, meaning that even if you’ve determined the best time and method of taking your Social Security benefits based on your age, objectives, and lifelong earnings, it won’t matter unless you properly coordinate your benefits with your overall retirement income plan. Most people agree that Social Security is not …
Are Your Allocations Right for Social Security? Download Read More »
Download PDF There is an ideal order in which to pull from retirement accounts when taking IRS Required Minimum Distributions (RMD). The goals, which often go unheeded, are to minimize taxes, minimize taking principal, and earn as much as possible. These goals are easy enough to understand, but there are many factors to consider. It …
Download PDF Have you ever bought a pair of pants for your child or grandchild that were too big? It’s a common occurrence, and when it happens, you basically have two options: 1) you can throw the pants in the wash and try to shrink them, or 2) you can just sit back knowing that …
Download PDF If you’re like most people, you believe there’s a great deal of truth in the old adage that history tends to repeat itself more often than not. That’s an important adage to keep in mind when it comes to saving and investing for retirement because it allows you to get a glimpse into …
The Hard Lessons of Stock Market History Download Read More »
Download PDF The great Alabama coach “Bear” Bryant once said, “Defense wins championships,” and you can bet that almost every great coach in nearly every sport has shared that same philosophy. Just think about some of the great sports dynasties, teams that won championships year after year: the Green Bay Packers under Vince Lombardi, the …
Download PDF Before you retire, you should know what all your various sources of income will be, and how much you can expect to receive from each. Obviously, Social Security benefits will be one of those sources, but how much you can expect to receive depends on many factors. There are ways to maximize your …
Understanding and Maximizing Your Social Security Benefits Download Read More »
Download PDF There are three basic categories of investments: • moderate • conservative • aggressive Aggressive instruments are those primarily invested in for growth. As the chart shows, they include things such as common stocks, stock mutual funds, commodities, and speculative real estate. Again, these are typically invested in for growth or capital appreciation, not …
Introduction to the Universe of Non-Stock Market Income-Generating Investments Download Read More »
I always say that a successful retirement is about achieving and maintaining not just good financial health but also good physical, mental, and emotional health. Think about it: they’re really all related, and for two long months they’ve been under siege by the COVID-19 pandemic. The social distancing measures required to contain the disease have …
10 Ways to Stay Positive During the Coronavirus Pandemic Read More »
There are three basic categories of investments: • moderate • conservative • aggressive Aggressive instruments are those primarily invested in for growth. As the chart shows, they include things such as common stocks, stock mutual funds, commodities, and speculative real estate. Again, these are typically invested in for growth or capital appreciation, not income. They …
Introduction to the Universe of Non-Stock Market Income-Generating Investments Read More »
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