Tip of the Day: Delay Taking Social Security Benefits By: Stacey Nickens In general, I encourage clients to delay taking Social Security whenever possible. Doing so can allow you to access Delayed Retirement Credits. Beginning at your Full Retirement Age, you can take Social Security without facing a penalty; however, for every year you wait [...]
June is a fantastic time for a financial tune-up. You can take time to review your priorities, saving strategies, and tax withholdings before we head into fall. Doing so can help put your mind at ease and prepare financially for the fall season.
November and December can be hectic. You may be making travel plans, shopping for gifts, or preparing your home for visitors. However, in the midst of this hustle and bustle, it's important to pause and take stock of your financial situation. The end of the year can be an especially crucial time for tax planning. [...]
Social Security is a valuable source of retirement income that protects against inflation, market volatility, and longevity. For many, it's their only guaranteed retirement income; however, many do not think to develop a Social Security filing strategy in order to maximize their benefits. Some think, I can  just talk to a representative with the Social Security [...]
If you’re thinking about starting a family, or already have a baby on the way, preparing for the costs of raising a child can be daunting. Not only do you have to consider the cost of diapers and baby food, but you may even be thinking about starting a college fund or buying a house. [...]
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