What’s on our mind? You can read about it in our blog. Whether it’s ideas from the industry or emerging trends, you can read about it here. And once in a while, we may throw in a movie review or some other surprise. So keep checking in. We’re glad to have you reading along.
In the three months prior to your 65th birthday, you are eligible to apply for Medicare coverage. Signing up early means you’ll be covered the moment you turn age 65 and you may avoid potential gaps in insurance coverage and...
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Each year of life presents its own challenges and opportunities. Working with us means you can pick up the phone to get financial insight from someone who genuinely cares about you and your family. That’s a gift you deserve to...
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While our main goal is to focus on your long-term financial strategy, don’t forget that we’re here to help you with the small questions as well. So next time you think to yourself, “Do I need a second opinion on this...
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At age 62, you can start to draw Social Security retirement benefits. However, if you continue to work, those benefits will be reduced. The Social Security Administration will deduct $1 in benefits for each $2 an individual earns above...
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Your retirement situation is ever-changing, and recognizing that fact is the key to creating a successful, long-term, retirement strategy that stays in sync with your life. As your retirement progresses, keep in mind that our email...
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Monday, January 13, 2020
Here is one of five things you need to know: Your RMD's Will Start Age 72, Not 70 1/2 Staring Jan. 1, 2020, the new bill pushes the age at which you need to start withdrawing money from your traditional retirement accounts to age 72...
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If you’re traveling overseas this year, don’t overlook senior discounts—our British cousins call them concessions or pensioner’s rates. If you don’t see discounts posted, just ask. Rail tickets and...
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Scams increase near year-end when people are caught up in the generosity of the holidays, online shopping intensifies and they begin preparations for the next tax season. Here are some ways to protect yourself from identity theft: BEST...
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Monday, November 25, 2019
At age 59 1/2, you may be able to start making withdrawals from qualified retirement plans without incurring a 10% federal income-tax penalty. Keep in mind that distributions are taxed as ordinary income. If you’re thinking about...
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Wednesday, October 9, 2019
In the three months prior to your 65th birthday, you are eligible to apply for Medicare coverage. Signing up early means you’ll be covered the moment you turn age 65 and you may avoid potential gaps in insurance coverage and...
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Wednesday, September 11, 2019
Food Truck Friday! - Coming September 27 11:00am - 1:00pm to the Lowes south parking lot - 5758 Sunnybrook Drive - next to EFS Group Wealth Management. Join us for lunch! Register for door prizes. At 12:00 special guest Sarge, a 12...
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We apologize for any inconveniences as we go through our remodeling in our office.
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American humorist Mark Twain once quipped, “I have been through some terrible things in my life, some of which actually happened.” The same can be said of investors. Investors often waste precious time and valuable energy...
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Friday, August 23, 2019
At age 59½, you may be eligible to start making withdrawals from qualified retirement plans without incurring a 10% federal income-tax penalty. Keep in mind that distributions are taxed as ordinary income. If you’re...
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Friday, July 19, 2019
Three important questions to consider before you start taking Social Security
Read MoreHow much money do I need to retire? I'd like to hear what you think.
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Monday, March 25, 2019
Are you prepared for unexpected things to occur during retirement?
Read MoreWhat is one of the most underestimated risks in retirement?
Read MoreYou don't know what you don't know until you know it. I had a prospective client come in and they had already filed for Social Security. It was clearly going to cost his retirement income a lot of money. He was able to go back and redo...
Read MoreA retirement income plan should include guaranteed income, growth potential, and flexibility. Plan for a long retirement, inflation, market volatility, and withdraw the right amount from savings to help reduce the chances of running...
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Thursday, December 27, 2018
Changes in tax laws, estate planning and insurance regulations and the general fluctuations in the marketplace can affect your investment strategies. Our weekly blog will keep you current on everything you need to know to pursue your...
Read MoreUsing smart management to get more of what you want and free up assets to invest. Managing Your Lifestyle
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