Tag Archives: Retirement Planning

6 WAYS TO A HAPPIER RETIREMENT

And Happy Birthday, Economic Recovery! Picture this—it’s Friday afternoon, your work is done, and you have the weekend ahead of you. But what makes this weekend different from any other weekend is that two-week vacation following it. You wish your … Continue reading

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Social Security Benefits Bump Up Every 4 Months You Wait

SS Benefits Increase Every 4 Months You Wait Full retirement age for Americans born between 1943 and 1954 is 66 years old— here’s how benefits rise or fall if they retire anytime between 62 and 70. Americans born between 1943 and 1954 … Continue reading

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FRAUD – 10 WAYS TO BEEF UP YOUR DEFENSIVE LINE

On guard against fraud Fraud is a reality that we must constantly guard ourselves against. There are those who can be considered trusted advisors and there are those who will always be unscrupulous. We know and understand that. Yet, by … Continue reading

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Pump Up Your Social Security Income

Here is an interesting strategy to increase your Social Security benefits from Investor’s Business Daily: Social Security: Spousal Benefit Boosts Your Check BY PAUL KATZEFF, INVESTOR’S BUSINESS DAILY 07/17/2015 05:38 PM ET   One of the most appealing strategies for receiving your … Continue reading

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BALANCED INVESTING IS PART OF A BALANCED LIFE

As we see record highs occurring in the equity markets, coupled with year-end, it’s an ideal time to review your portfolios.  We recommend a holistic approach, and evaluate all of your holdings, not just one account such as your 401 … Continue reading

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WHY FINANCIAL FREEDOM PLANNERS?

About to celebrate our first anniversary at Financial Freedom Planners™, we are frequently asked “why did you launch the firm,” “how are you different,” and “what is your why?” As a veteran in financial services for over thirty years, I always … Continue reading

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THE IMPORTANCE OF “PERSONAL” IN PERSONAL FINANCIAL PLANNING

Given the personal nature of Financial Planning, it’s no real surprise about the findings of a recent Gallup Poll.  Only one in three U.S. investors were “very comfortable using online technology for investing.”  Among respondents, 44% use an adviser, while … Continue reading

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