When Should I Start Taking Social Security Benefits?
November 27, 2019
— We help people to choose when it is best to take their Social Security benefits. A lot of firms out there don’t do that. Social Security is not a financial product or an investment that someone can sell and make any money on. Social Security is an entitlement benefit that all American citizens are […]
Upcoming Holiday Party
November 21, 2019
You’re invited to our upcoming holiday party. Learn more about this amazing upcoming event.
What is the retirement redzone?
November 13, 2019
Transcript: The retirement red zone is a period of time for any pre-retiree that is five years or less away from full retirement. Now, compare that to football. We love football. I love the Washington Redskins and if they are five yards or less away from scoring the last thing you want the team to […]
Will the Federal Reserve lowering interest rates affect the stock market?
November 11, 2019
Summary Federal reserve lowering rates for the second time is just again another band-aid on what is likely to be a recession coming in the future. It is just another pill or another piece of medicine to prolong what’s probably an inevitable recession. — Well, the Federal Reserve lowing rates again for the second time […]
What is retirement income planning?
November 7, 2019
— One of the things that Abe helps people address in regards to retirement is retirement income planning. How are you going to plan for your income throughout your retirement? And while it sounds simple most retirees do not have this in place. Most people that I talk to on the phone they’ll have a […]
Reducing Risk at the Point of Retirement
November 5, 2019
— One of the things we’ve been talking about with our clients every single time we meet with somebody is the crazy stock market run that we’ve been on. As you know we’ve been on a 10-year bull run in the stock market and we’ve hit all-time historic market highs. The stock market has never […]
Why Consider a Roth Conversion?
November 2, 2019
— If you believe, like we do, that federal income taxes will be higher down the road than they are today, then you run the chance of paying more taxes down the road when you retire than today. So, one of the things that we have been talking a lot about is Roth conversions. Does […]