[Note: As most of you know, I’m a financial adviser. I use a program called Social Security Timing to help clients determine the best Social Security strategy for their situation. I’ll run that report for free for the first 20 of my readers (that’s you!) who request it. Certain conditions apply, so just email me [...]
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When should you claim Social Security?
Imagine for a moment that you are one of the few lucky people in America still covered by a defined benefit pension plan. Now imagine that you’ve reached the ripe old age of 62 and you’re considering hanging up your work boots (or Wingtips) and heading off into retirement. Your employer would like to see [...]
Case study: When can I retire?
I met with a prospective new client this week and he asked me the question I get asked by most people during introductory meetings: “When can I afford to retire?” We spent about an hour working through some numbers and coming up with the answer. I thought seeing a real world example would be helpful to [...]
Social Security statement now available online
I’m back from the land of the midnight sun and trying to get caught up on any retirement news I missed while on the road. One item that caught my eye was the Social Security Administration’s decision to provide online statements for estimated retirement benefits. You may have noticed that they quit mailing the paper [...]
Answers to the top 10 Social Security questions
If you’re like most, you know what Social Security is, but you’re a little hazy on the details. Don’t feel bad. There are 78 million others in the same boat. Retirement is on the horizon, though, so it’s time to bring you up to speed. Give me 10 minutes and I’ll give you answers to [...]
