Category: Social Security

Retirement, Income, Tax & Estate Planning.

Social Security Planning For Early Retirement

A week rarely goes by that Jeremy and I don’t receive at least 4 or 5 email questions from our radio listeners. I thought I’d share one of the questions with you this week as it was a great question. Question: I plan to stop work this year at age 60 and live on investment income.…
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September 24, 2014 0

Are You Clueless?

I know…I know…it’s a holiday weekend.  I decided to really be a bum and close our offices today (Friday) to make it a four day weekend.  If you’ve shut down mentally until after Labor Day, just put this column aside until you are ready to re-engage. Sometimes I feel like I sound like a broken…
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August 28, 2014 0

Indicators That Preceded Past Downturns Are Flashing Now

So much for new market highs every other day…or so it seemed.  After the market rout on the last day of July, the Dow Jones Industrial Average was basically flat year to date with the S&P 500 up 4.4% as of the end of July. If you are a dedicated reader of these weekly columns,…
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August 8, 2014 0

When Should YOU Start Taking Social Security?

Many of my readers are already taking Social Security.  If that’s you and if you’ve been taking your benefit for over one year, you can probably go back to doing your crossword puzzle or maybe watering the plants.  For the rest of you…read on. I’ve been helping folks with retirement and income planning for over…
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July 24, 2014 0
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