Client Center

Saving for Retirement

Will Social Security Still Exist When You Retire?

When working on financial plans for younger clients, we sometimes encounter skepticism that Social Security retirement benefits will still be […]

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The Danger of Online Retirement Planning Tools

Many clients enter our doors on the brink of retirement–they have made plans to retire soon, but before following through […]

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When to Take Social Security: A Game of Informed Guessing

As we have written in prior posts, there are a number of factors to consider in determining when and how […]

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What Can We Learn from the Washington Redskins?

Will we learn from the Washington Redskins how to beat the Green Bay Packers in an NFL playoff game?  We’ll […]

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How the New Budget Bill Changes Social Security Benefits and What To Do about It

On Monday, President Obama signed the new budget bill passed by Congress last week, which includes a significant change to […]

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5 Factors to Consider in Determining When to Start Social Security Benefits

Determining the optimal time to start collecting Social Security retirement benefits can present quite a challenge, and with those benefits […]

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