Your Most Common Social Security Questions Answered
Chances are good we’ve all felt a bit like Rachel on “Friends” when she peruses her first paycheck in bewilderment and says, “Who’s FICA? And why’s he taking all my money?”
Claiming Your Social Security Benefits Early: When It May Not Pay to Wait
Ryan Yamada, CFP®, Senior Wealth Planner We’ve all heard the conventional wisdom when it comes to claiming Social Security: you should wait as long as you can before claiming benefits. Wait right up to age 70, if possible. After all, that’s when you would get the greatest monthly benefit.
Which Medicare Plan Is Best for You?
Scott Budd, CFP® Senior Wealth Planner Choosing the right Medicare plan is one of the most important decisions seniors are faced with. It’s also one of the most difficult. The health care system isn’t user-friendly to begin with. Stack all the Medicare options on top of that and you& …
How Much Do I Need to Retire? Planning for Your Unique Retirement Needs
By Craig Lemoine, Ph.D., CFP®, Director of Consumer Investment Research “How much do I need for retirement?” It’s a question I often hear, and one that seems straightforward enough to tackle. Unfortunately, the answer isn’t quite so simple.
How Will You Pay for Long-Term Care?
Published by Christina Hester Snyder, Partner and Wealth Advisor Gambling may be all fun and games when you’re in Las Vegas, but in the real world, there are certain things you never want to risk; your retirement savings, your kids, and your long-term health are just a few. While mos …
Do You Need Help Consolidating Old 401(k) Accounts?
Published by Daniel Morrison, Founding Partner and Wealth Advisor Staying with one employer for your entire career is now a relic of the past. American workers will have an average of 2.9 jobs between the ages of 35 to 44, and 1.9 jobs between ages 45 to 52.[1] Because you switched jobs s …
Paying for Health Care in Retirement
By Ryan Yamada, Senior Wealth Planner When putting away for retirement, we often dream about all the things we’ll be able to do with that money – traveling, going out to eat, maybe trying new hobbies.
Senate Addresses Taxes, Deficit, Inflation, Health Care in Proposed Bill
By Jamie Hopkins, Managing Director, Wealth Services Sonu Varghese, Director, Investment Platforms; and Ryan Detrick, Chief Market Strategist, contributed to this report. Senate Democrats have reached a general agreement on a bill to address climate change, taxes, health care, inflation …
Quarterly Market Outlook: What Lies Ahead for the Third Quarter of 2022?
By Scott Kubie, Senior Investment Strategist The first half of the year proved challenging for even the most hardened of investors. High inflation. Continual losses in the S&P 500. Bear market. Fed rate hikes. It all added up to the third most volatile market in 25 years.
The Great Advisor Bottleneck
Published by Mark Ring, Managing Partner, Founding Partner and Wealth Advisor Financial advisors often find themselves challenged with the question of what type of advisor they wish to be. I know I’ve experienced this over the course of my career. It usually happens when you come to …
RMDs on Inherited Retirement Accounts in the Age of the SECURE Act
Tom Fridrich, Senior Wealth Planner Once upon a time, people would put money in their 401(k) or IRA accounts and know that – should their retirement savings outlive them – their loved ones would inherit the rest and all would essentially be well.