4 Crucial Steps to Defining Your Social Security Claiming Strategy

Submitted by wegmigrate on
Social Security is a big asset–one that could potentially exceed a million dollars in accumulated benefits over your lifetime–and it poses a number of complex decisions requiring financial projections as well as knowledge of Social Security rules and regulations. It’s important that you ensure your entire financial plan is ready to withstand potential changes.

5 Questions to Ask Your Financial Advisor the Year Before Retirement

Submitted by wegmigrate on
At least once a year you’ve been meeting with your financial advisor to make sure you’re on track for retirement. But this year it’s different. This is the year you’re planning to retire, and your idea of retirement might not line up with the reality. That’s why your annual meeting may be more important now than ever.

5 Simple New Years Resolutions for Business Owners

Submitted by wegmigrate on
The new year symbolizes a clean slate. People often take the opportunity to create elaborate, and usually difficult-to-stick-with, New Year’s resolutions. As a business owner, I decided to come up with a list of simple resolutions to help fellow business owners prepare for a happy and successful year ahead. See if you can incorporate one – or all – of these easy and painless objectives:
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