Financial
Social Security at 62 vs 67: A Comprehensive Guide
Retirement planning is a multifaceted and often complex process, especially when it comes to deciding the right age to start drawing Social Security benefits. This blog aims to dissect the…
Read MoreEconomic Update: 2nd Quarter 2024
Welcome to the Secure Your Retirement Blog’s 2nd Quarter Economic Update! As we navigate through 2024, the economic landscape is evolving in intriguing ways, shaped by the Federal Reserve’s strategic…
Read MoreUnderstanding Holistic Wealth Management in Retirement- Beyond Just Investments
Holistic wealth management is what we do. If you listen to our podcast or read our blog, you’ve likely seen us use this term before. But what’s the difference between…
Read MoreHow Much Income Do I Need in Retirement?
Today’s topic is something everyone who is thinking about or in the middle of retirement planning is concerned about: how much money do I need in retirement? How do I…
Read MoreHow to Avoid Scams – Practical Tips for Preventing Fraud
Scams are a major concern for everyone. Every day, people are falling victim to scams. Occasionally, a client of ours will contact the office because their data has been breached. …
Read MoreForm 5498 Demystified – Essential Tax Information
Our in-house tax guru, Taylor Wolverton, CFP®, EA, sat down with us on this week’s podcast to help explain the ins and outs of Form 5498. Just a few days…
Read MoreUnderstanding Annuitization Versus Deferred Annuities
When planning for retirement, many clients ask us about annuitization and how it compares to deferred annuities. This topic often causes confusion, so we aim to clarify the differences and…
Read MoreWhat’s The Difference Between FDIC and SIPC?
We aim to address topics on the Secure Your Retirement podcast that people have asked us about. Recently, we’ve been receiving questions about whether the funds in Schwab, Fidelity, etc.,…
Read MoreTurning 65 in Retirement – What To Do for Medicare
If you’re ready for Medicare and turning 65, there are a lot of complex topics that you must think about. In our latest episode of Secure Your Retirement, we had…
Read MoreDownsizing In Retirement
Nick Hymanson, CFP® from our office, joined us this week on our latest podcast, where we talked about something many people overlook in their retirement planning: downsizing. Nick often meets…
Read More