Smart Claiming Strategies for Social Security

Smart Claiming Strategies for Social Security

Eleven million Boomers are retiring every day and the optimum age to begin claim Social Security benefits is on their minds.  In a report from the Social Security Administration dated 12/31/22, 37% of men taking benefits and 42% of women receive 50% or more of their...
Healthcare in Retirement

Healthcare in Retirement

I meet with clients every month who want to hang up the “nine to five” and jumpstart their retirement chapter prior to qualifying for Medicare.  I get it.  Some people have health challenges, some folks want to start enjoying more quality of life…the reasons why are...
Let’s Talk About Roth IRA Conversions

Let’s Talk About Roth IRA Conversions

There’s a lot to like about Roth IRAs.  Contributions to them are after-tax and the growth over time will never be taxed when you take distributions out after reaching 59-1/2 years old.  That’s a really valuable perk as your tax-deferred retirement plan at work or the...