The October Financial Planning newsletter is now available. In addition to an investment market update, it includes an update on the social security cost-of-living adjustment, tips on inheriting an IRA, a third quarter investment summary, year-end tax tips and more. To read the newsletter, click … [Read more...]
July 2016 Personal Finance Newsletter
Our July newsletter is now available. On investing, it includes a second quarter investment market review and our commentary on why fears about Brexit may be overblown. In addition, it covers the highlights of the June 2016 Social Security and Medicare Trustees' Reports and a Q&A on how the … [Read more...]
April 2016 Personal Finance Newsletter
Our April 2016 newsletter was sent to email subscribers on April 19 and is now available online. For investing, the newsletter includes an investment market update and a review of the major factors affecting first quarter market performance. The newsletter also covers our perspective on the new … [Read more...]
Major changes in social security strategies for retirees
As a result of the budget bill passed last week, two social security strategies that we've recommended to many clients over the years are no longer available or significantly limited. File and Suspend The strategy involves one spouse filing an application for retirement benefits when he or she … [Read more...]
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