Thanks to alert reader and good friend Cameron Morgan of A&I Financial for sending me another good recap of the new Social Security rules. Again, the new rules affect people who intended to use the File and Suspend method…
Happy New Year! As a financial planner I have some hopes for your 2016 to pass along. May you find joy in the free (or very inexpensive) things in life – sunsets, walks with your dog, a home cooked dinner…
“Mail your packages early so the post office can lose them in time for Christmas.” – Johnny Carson “Christmas is the season when you buy this year’s gifts with next year’s money.” – Author Unknown “Santa Claus has…
Since this blog will be going out near Christmas, I’m going to skip the heavy mental work and provide you with a heavy recipe instead. They are addictive, high fat, and by the time you buy all of the butter and…
It occurred to me as I wrote the last blog that I maybe was putting the cart before the horse. File-and-Suspend strategy is pretty complex and most people don’t understand even the basics of Social Security. So, here are a…
I hate to say I told you so (okay, I actually LOVE saying I told you so), but as I postulated in an earlier blog, the Social Security file-and-suspend option is going away for new filers after May 2, 2016.…
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