Blog/Vlog
You can enroll in Medicare without claiming social security. Here’s how.
“Can I enroll in Medicare without claiming social security?” In our office, we hear this question every day. To some, that may sound surprising; under
Stretch IRA: What It Is and Who Should Consider It
What is a Stretch IRA? A Stretch IRA is an inherited IRA account where the beneficiary has chosen to “stretch” taxable distributions over the course
How to Leave the Labor Force Forever
One in four Americans say they will never retire, according to a recent poll from the Associated Press-NORC Center. Their number one motivator? Money–or lack
5 Retirement Risks You Need to Plan For
The best retirement plans let you hope for the best and prepare for the worst. From stock market free-falls to soaring inflation, there are five
Common Social Security Myths, Debunked
“Will social security still be around when I retire?” In our office, we hear this question almost every day. Social security is one of the
Exile on Annuity Street: Retirement Planning with the Rolling Stones
The Rolling Stones are no strangers to controversy. Since the band’s creation in 1962, the Stones have wrecked hotel rooms, dressed in drag, and consumed
Are You Financially Independent?
What does it mean to be financially independent? The definition of financial independence varies, depending on who you ask. To some, being financially independent means
What Are My Social Security Alternatives?
Social security is in trouble and many Americans have begun seeking social security alternatives to safely plan for retirement. The Social Security Administration suggests that
Five Ways to Protect Your Wealth and Health
Did you know that losing money can be hazardous to your health? A recent study published in the Journal of the American Medical Association found
How to Inflation-Proof Your Retirement
In 1969, the Beatles were still together, fringe was haute couture, and a Big Mac cost $0.50. Fifty years later, Abbey Road posters still adorn
Top 10 Vacation Savings Tips
1. Fly for free Travel can be the most expensive line item in your vacation budget, with two-way airfare ranging from $500-$1,500 for a single
10 Ways to Make Your Tax Refund Work for You
The average federal tax refund for 2019 is $2,725—enough to buy two 70-inch flat screen TVs and a steak dinner. But while it might be
