Government Pension Offset for Social Security
There’s a somewhat confusing situation that occurs when a spouse is receiving either a Spousal benefit or a Survivor’s benefit from Social…
Retirement
Don’t Dismiss That “Small” Pension
Frequently, I’ll meet with clients to go over a retirement plan. As is typical, we look at current investments, account balances, Social…
Social Security Could be Long Gone, Most Pensions are Already a Thing of the Past
Social Security could be long gone. Most pensions are already a thing of the past. So what does that mean for Millennials…
Master Your IRA with Advanced IRA Strategies
Pure Financial’s experts have educated you on the importance of having an IRA and given you some basic tools and strategies that…
The Two Bucket Retirement Plan
It’s never too early to begin retirement planning and in this video, viewers are introduced to the “Two Bucket Retirement Plan.” For…
Credit for Reduced Social Security Benefits
Continuing to work while receiving Social Security benefits may cause a reduction to your benefit – if you earn more than the…
Social Security Earnings Test
As you know, you can receive Social Security retirement or survivors benefits and continue working. If you happen to be less than…
Asset Allocation in a Bull Market
At the MoneyShow in San Francisco, Janet Brown of FundX Investment Group provides her market insight on what investors should do now…
Alternative Assets in a Self-Directed IRA
The US retirement market size is $28 trillion with IRAs accounting for $9.2 trillion. Most investors are not aware they can include…
Myths Surrounding Social Security
The Becker Retirement Group discusses myths surrounding social security and verifies the veracity of said myths in the video below: For more…
What’s the Best Strategy for Asset Allocation in Retirement?
There are several important factors that Vanguard considers when working with clients on an asset allocation plan. Part of that is first…
The Effect of Trade Wars on Seniors
As the trade wars between the U.S and our trade allies begin to escalate, some of our most vulnerable citizens could bear…
Distributions from a Designated Roth Account
In a previous post we discussed the general information surrounding Designated Roth Accounts (also known as a Roth 401k) – eligibility, tax treatment,…
How Much You Need to Retire is Less than You Think
A common question in the FIRE (financial independence, retire early) community involves how much money you need to retire. Before I became…