When should I start taking Social Security?
One of the questions we often hear from clients approaching retirement is when to begin taking social security. In simple terms, the earliest age you can begin to receive a benefit as the wage-earner is 62 years old,…
Can I retire? Am I ready?
After years of diligent work, saving, and accumulating wealth, retirement can be one of life’s most anticipated—and uncertain—transitions. For some, retirement can’t come soon enough. For others, it remains a distant milestone that is difficult to picture clearly.…
Too Many 401(k)s? You Have Options
Many of our clients have questions regarding contributions made to a retirement plan such as a 401(k) or 403(b) under a former employer. The money is yours, and there are several options to consider, each with varying advantages…
Only Two Things in Life are Certain: Death and Taxes
As the old saying goes, only two things in life are certain: Death and Taxes. Regardless of your age, now is the time to educate yourself on options for managing both that apply to your situation. Taxes How…
The Greatest Mathematical Discovery of All Time
The idea that investing requires a large sum of money for significant returns is not always accurate. Like many things in life, investing for the future takes time, patience, and perseverance. The beauty of consistent contributions and compounding growth is that they may grow to pay…