Resources

Confused about Social Security? Bruce and Peg break down when to start taking benefits, how taxes may apply, and what you need to know to make informed retirement decisions.

When it comes to personal finance, timing is everything. Time gives you compounding interest. Knowing when to retire or start drawing Social Security has an enormous impact on achieving your financial goals. Failing to understand where you are in your path to retirement causes you to make mistakes. Baby Boomers, Gen Xers and Millennials need to be conscious of these common pitfalls.

Before we wish you all a happy New Year, we would like to take a brief moment to reflect on 2020 and give it the send off it deserves. So here it is… Dear 2020, don’t let the door hit ya’. With that out of the way, a lot of things did happen in 2020, and some of them likely impacted your financial situation. If 2020 took you by storm, you might have some extra work to do to make sure your financial plan is back on track.

Thinking about an early 401(k) withdrawal? Learn why it’s usually a bad idea, the penalties involved, and the rare exceptions where it might make sense—plus smarter alternatives to protect your future.

Long-term care (LTC) has been in the news lately, for all the wrong reasons. But it has gotten a lot of people thinking about what their plans are, what kind of experience they want, and how they are going to pay for it.