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Social security tips for couples

5 Social Security Tips for Couples

Posted on October 1, 2019 · Posted in Blogs, News, Retirement Planning

Social Security tips that should factor into a couple’s decision on when to file As you transition into retirement, you’ll… read more

social security myths vs facts

Social Security Myths

Posted on September 6, 2019 · Posted in Blogs, News

Let’s debunk the top 5 Social Security myths As a public insurance program, Social Security is a complex system. With… read more


Solo 401(k) – A Great Idea for the Self-Employed

Posted on August 21, 2019 · Posted in Blogs, Financial Planning, Retirement Planning

Learn how a solo 401(k) is great idea for the Self-Employed If you are self-employed and meet certain requirements, you… read more

3rd Quarter 2021

Posted on October 20, 2021 · Posted in Newsletters

2021 Q3 Newsletter 3rd Quarter 2021   Stagflation – Then and Now   We now have the worst of both… read more

2nd Quarter 2021

Posted on July 19, 2021 · Posted in Uncategorized

2nd Quarter 2021 100 Years Strong? This month China celebrated the 100th anniversary of the establishment of the Chinese Communist… read more

1st Quarter 2021

Posted on April 16, 2021 · Posted in Newsletters

1st Quarter 2021 The Race Is On – George Jones, 1964 When Jones wrote his hit in 1964, and since… read more

4th Quarter 2020

Posted on January 20, 2021 · Posted in Newsletters

4th Quarter 2020 “Alice had begun to think that very few things indeed were really impossible.” – Alice’s Adventures in Wonderland,… read more

3rd Quarter 2020

Posted on October 15, 2020 · Posted in Newsletters

Finding Clarity We cannot change the cards we are dealt, just how we play the hand. ― Randy Pausch, The Last Lecture… read more

Stuck in Traffic

Posted on August 25, 2020 · Posted in Pursuing a Better Investment Experience

2nd Quarter 2020

Posted on August 17, 2020 · Posted in Uncategorized

Cautious Optimism Remember, things are never clear until it’s too late. ― Peter Lynch, One Up On Wall Street The first half… read more

Will Social Security Increase Your Tax Bracket?

Posted on June 29, 2020 · Posted in Blogs, Financial Planning

How is Social Security Taxed? It is important to know that 0%, 50%, or 85% of your social security benefits… read more

Retirement Plans for Self-Employed Individuals and Small Businesses

Posted on June 16, 2020 · Posted in Blogs, Retirement Planning

How do you choose a retirement plan? As a small business owner or self-employed individual, you may not realize how… read more

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