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May 17, 2024 in Financial Life Planning, IRA, Money Management, Retirement Planning, Social Security
A few years ago, there were ads from financial services companies asking, “What’s your number?” The number was the money you needed to retire comfortably. This was an effective way for financial services companies to get people thinking about retirement and encouraging them to strive toward a specific monetary goal. But is asking for a number the right question? If you are serious about retirement, it’s not simply about how much...

September 6, 2023 in Retirement Planning, Social Security
Social Security, the program you may have spent a lifetime paying into, is designed to offer stability, supplemental income, and other valuable benefits that can play a role in your overall financial strategy after you retire. We’ve pulled together answers to 10 questions our clients ask most frequently regarding Social Security. If you are nearing retirement, this Q&A is designed to help you better understand what to expect from Social Security. 1....