Objective information about retirement, financial planning and investments

 

Social Security and Working – What You Need to Know

In today’s world of early or semi-retirement, many people wonder when they should begin taking their Social Security benefits. The combination of Social Security and working can complicate matters a bit. You can begin taking your benefit as early as … [Continue reading]

Stock Market Highs and Your Retirement

After a significant drop in March of 2020 in the wake of the pandemic, the S&P 500 has staged an amazing recovery. The index finished 2021 with a gain in excess of 18%. So far in 2021, the index is in record territory and has closed at a record … [Continue reading]

Financial Fraud – Tips to Protect Yourself

While Bernie Madoff passed away in April of 2021, financial fraud is still very much an issue. Along with the "old fashioned" types of fraud, we now have cybercrime to worry about. Financial fraud is all over the news. Whether high-profile Ponzi … [Continue reading]

4 Steps to Make Your 401(k) Work as Hard as You Do

Whether you work as an employee or you are self-employed you work hard for your money. In spite of what was said on PBS Frontline The Retirement Gamble and elsewhere in the press, in my opinion 401(k) plans are one of the best retirement savings … [Continue reading]

Choosing A Financial Advisor? – Ask These 6 Questions

Deciding to hire a financial advisor can be a tough decision for many investors. Once you've made this decision, how do you go about finding the right advisor for you?  Here are six questions to ask when choosing a financial advisor:  How do you … [Continue reading]

4 Reasons to Accept Your Company’s Buyout Offer

Companies will use buyout packages for groups of employees from time-to-time to provide those employees an incentive to leave the company. The company may have a variety of reasons behind their desire to reduce their workforce, such as reducing … [Continue reading]

The Super Bowl and Your Investments

Tampa won one of the more boring Super Bowls in recent memory. As investors, let's hope the Super Bowl Indicator is accurate for 2021. For more see below. It’s Super Bowl time and once again my beloved Packers are not playing for the tenth … [Continue reading]