“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.…
Seventy two percent of grandparents polled in a 2014 Fidelity survey felt it was important to help pay for grandchildren’s’ educations. Wow! That is a very large number. For those who are in a position to chip in a little…
One question I help people answer in retirement planning is when to take Social Security. A couple of reminders on the rules: You can take Social Security as early as age 62, but your amount will be lower than if…
Stay organized and prepared for retirement with my comprehensive checklist and timeline. Enter your name and email below to get instant access.
