Would you like to know why I’ve gotten zerofreaked-out calls or emails from my clients because of the coronavirus, political upheaval or [insert your own freak-out factor]? It’s because we’ve already tested even worse scenarios (like the 2001-2003 recession) in their written retirement financial plans and they know they will be OK. However, that doesn’t […]
6 Financial Steps You Should Consider NOW Read More »
Unfortunately, the title of this post is not a myth. What is a myth is AARP’s statement in their 2016 Retirement Guide. I bought one at the grocery store, out of curiosity. In the section on Social Security it is flatly stated that the timing strategies are gone. Wrong! This misstatement will cause gullible retirees to miss
AARP Has Wrong Information About Social Security Claiming Read More »
By now it seems to be common knowledge that Congress is intent on “fixing” the Social Security “loopholes” created by themselves with the obnoxiously titled “Senior Citizens’ Freedom to Work Act of 2000” (what we really need is a bill titled “Congressional Freedom to Resign Act of 2016“).The “Bipartisan Kumbaya* Budget Act of 2015″ aims
Congress is Gutting Social Security Benefits!! Read More »