Retirement Income

Simplicity – Quotes

A listing of quotes from financial resources espousing the virtues of SIMPICITY… William Smead: “An investment is like a bar…

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Social Security FAQ: Spousal Benefits

Questions, questions – and plenty of them about Social Security’s valuable spousal and survivor benefits. The recent decision by Congress…

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The Ins and Outs of Social Security Benefits and Taxes

  It’s an unpleasant fact of life: The taxman can take a bite out of your Social Security benefits. The…

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Financial Planning: Rules of Thumb

The expression “rule of thumb” is believed to have derived from carpenters of generations past who used their thumbs to…

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Maximizing After-Tax Investment Returns through Asset Location

You probably already appreciate the beauty of asset allocation. When you spread your money among investment categories that share little…

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When Should You Take Social Security?

Key Points Taking Social Security benefits before you reach full retirement age may not be the wisest choice. We’ll cover…

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