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6 Social Security Traps to Avoid
On January 31, 1940, the first monthly Social Security check was issued to Ida May Fuller of Ludlow, Vermont. She received a check for $22.5
Jan 7, 2020


The SECURE Act
The Setting Every Community Up for Retirement Enhancement (SECURE) Act is now law. With it, comes some of the biggest changes to retirement
Jan 6, 2020


The Major Retirement Planning Mistakes
Much is out there about the classic financial mistakes that plague start-ups, family businesses, corporations, and charities. Aside from the
Jan 2, 2020


Debunking Common Retirement Assumptions
Financial generalizations are as old as time. Some have been around for decades, while others have only recently joined their ranks. Let's e
Dec 30, 2019


The FIRE Movement
Do you think you might be FIRE material? Do you have dreams or life goals that you want to realize within 10 or 20 years, including retiring
Dec 23, 2019


The Financial Realities of Longevity
According to the Social Security Administration, single women aged 65 and up (including both the unmarried and the widowed) rely on Social S
Dec 18, 2019


Roth IRA Conversions
Why go Roth? There is a belief behind every Roth IRA conversion that future income tax rates will be higher. If you are one of the believers
Dec 16, 2019