Resources and Information

We invite you to browse our library of articles.

5 Surprises to Watch Out for in Retirement
May 9, 2022

Our goal is always to help clients establish reliable, long-term streams of income that will hopefully last throughout their retirement years. But sometimes fate has other plans. While you can’t control every economic or cultural factor that can alter your retirement plan, anticipating these potential surprises can help you to…

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How to Stretch Your Social Security Income
April 18, 2022

We often remind our readers that Social Security was never meant to fully fund anyone’s retirement, but was intended as a supplement to other retirement income that you establish yourself. Unfortunately, 31 percent of Americans have accumulated zero retirement savings, and many others have inadequate savings. So yes, many people…

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3 Quick Changes You Will Thank Yourself for Making
April 11, 2022

You’ve accumulated a nest egg, paid down debts, and submitted your official notice at work. You’re ready to retire, and everything is all set… Right? Yes, you’re off to a good start. But if you make these three simple changes as you retire, you may thank yourself for the advance…

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What Happens if You Claim Social Security at 70?
March 21, 2022

While we tend to think of age 65 as a good starting point for retirement – probably due to Medicare eligibility, which begins at 65 – the truth is that not everyone is ready to retire at the same time. Some of us want or need to retire earlier, whereas…

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