Blog Tag: financial planning for retirees

What We’re Reading: Mid-Year 2024 Edition

Retirement, a phase of life many look forward to, is evolving in fascinating ways. From financial planning to lifestyle choices, staying abreast of the latest trends and insights is crucial for anyone approaching or enjoying retirement. Here’s a curated selection of recent articles that delve into intriguing retirement topics: 1. How to Vet the Financials […]

Written by on June 24, 2024

What People Get Wrong Claiming Social Security

Social Security has been around since 1935, when Franklin D. Roosevelt signed the Social Security Act into existence. Despite being around for almost 100 years, there still isn’t an easy answer for people on when they should claim for maximum optimization. Everyone’s situation is different, and there is no “one show fits all” approach, but […]

Written by on February 13, 2024