by Charles Oliver | Mar 25, 2020 | Retirement Planning, Social Security, Taxes
TOP 10 TIPS FOR RETIREMENT PLANNING Looking Ahead to Retirement? Check Out Our Top 10 Tips For Retirement Planning. 1. Snapshot of Your Dream Retirement This might seem simple, but imagine where you see yourself retired whether it is on the beach, in the mountains, or...
by Charles Oliver | Mar 25, 2020 | Retirement Planning, Social Security, Taxes
Best time to claim social security benefits When is the best time to claim social security benefits? The key is Tax and income Planning to keep the most of your benefits! Baby Boomers are costing themselves millions in Social Security Benefits as new study finds only...
by Charles Oliver | Mar 25, 2020 | Retirement Planning
THE RETIREMENT INSECURITY BY THE SECURE ACT The Setting Every Community Up for Retirement Enhancement Act (SECURE Act) was passed in the house with a 417-3 vote in May and has made its way to the Senate during this current term. The SECURE act will make impactful...
by Charles Oliver | Mar 23, 2020 | Retirement Planning, Taxes
TOP 8 FINANCIAL TIPS FOR RETIRED BABY BOOMERS 1. Use Your Home as a Source of Retirement Income Home equity is usually the largest source of wealth for people and is usually their single largest holding. Due to this, it is important to understand how you can use this...
