We do love it when someone refers a family member or friend to us.  Sometimes the question is, “How can we introduce them to you?”   Well, there are multiple ways but a very easy way is to simply forward them a link to this webpage.

Here are this week’s items:

We do love it when someone refers a family member or friend to us.  Sometimes the question is, “How can we introduce them to you?”   Well, there are multiple ways but a very easy way is to simply forward them a link to this webpage.

Here are this week’s items:

Take Social Security Early or Wait? – How to Make the Right Decision

Radon Stancil and Murs Tariq discuss one of the most important decisions in retirement planning-when to take Social Security. Should you take Social Security early at 62, or should you consider delaying Social Security until age 70 to maximize your Social Security benefits? They break down the myths, the math, and the real-life scenarios that go into making the right Social Security decision as part of a well-rounded retirement financial plan…

Take Social Security Early or Wait? – How to Make the Right Decision

You’ve likely heard that waiting until 70 leads to the largest monthly benefit. That’s true from a mathematical standpoint, and for people with limited savings, that higher income can be important. But many of the families we meet have built meaningful savings over time. They may have 401(k)s, IRAs, or brokerage accounts. With those resources comes flexibility. In those situations, the answer often becomes less about maximizing one benefit and more about how everything works together...