Articles
Should You Collect Social Security and Invest the Difference?
In the past few months, some social media “finfluencers” have suggested that it might be a good idea to collect your Social Security early and invest the money in the stock market. Does it actually work? We follow up on a recent article from The Wall Street Journal that covers the issue in detail. Continue Reading Should You Collect Social Security and Invest the Difference?
Should I Use My Savings to Delay Collecting Social Security?
Episode 358 – Deciding when to collect Social Security is one of the most important financial decisions you’ll ever make. Make a mistake there and you’ll pay for it—every month for the rest of your life. But what if you want to retire early? That doesn’t mean you also need to collect early. A “bridge” strategy can be an important tool to get you through those years between giving up your job and collecting Social Security. It could make you much better off in the long run. Continue Reading Should I Use My Savings to Delay Collecting Social Security?
Minimizing Capital Gains Tax on the Sale of a Business
Episode 355 – Business owners selling a business are often worried about capital gains tax. There are several strategies that may help to minimize or avoid capital gains. Continue Reading Minimizing Capital Gains Tax on the Sale of a Business
Six Big Mistakes People Make with Their Wills Revisited
Episode 345 – Just having a will is not enough. You need to get the details right. Here are 6 big mistakes we see people making when they structure their wills. Continue Reading Six Big Mistakes People Make with Their Wills Revisited
Thinking of Collecting Social Security Early? Not So Fast.
Episode 342 – Thinking of collecting your Social Security at age 62? Watch out for the “Excess Earnings Test.” It’s a bit more complicated than you may realize. Continue Reading Thinking of Collecting Social Security Early? Not So Fast.
Practical Estate Planning Ideas for “Middle Tier” Families
Episode 341 – News flash: Estate planning is not for just the wealthy. Here are some ideas put forward in a recent article by renowned estate attorney Jonathan Blattmachr, especially for what he describes as “middle tier clients,” which he defines as people whose wealth does not exceed the available exemptions. Continue Reading Practical Estate Planning Ideas for “Middle Tier” Families
Thirteen Celebrity Estate Planning Lessons Revisited
Episode 339 – The rich and famous are prone to estate planning mistakes. Today we look at some real world examples, and the lessons we can all learn from all of them. Continue Reading Thirteen Celebrity Estate Planning Lessons Revisited
Planning for Retirement
Episode 332 – Most Americans are very concerned with the adequacy of their retirement savings, and whether rising health care costs and inflation will adversely affect their retirement. Many are also concerned with the availability of Social Security. There are many resources and tools available to help you plan. Continue Reading Planning for Retirement
Understanding Opportunity Cost
Episode 331 – Opportunity cost is an often-overlooked factor that has an effect on every financial decision you make. Understanding this concept can have a significant impact on how you approach even the most basic of financial decisions. Continue Reading Understanding Opportunity Cost
New Challenges for a Long Retirement
Episode 330 – The prospect of increased longevity should make all of us smile, but it creates issues that prior generations rarely had to face. Are you ready to deal with the consequences? Continue Reading New Challenges for a Long Retirement
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