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As the anniversary of the Social Security bill being signed into law (August 14, 1935)[i] approaches, we’re reminded of the intricate workings of the U.S. tax system. Social Security, a vital program designed to provide financial support to retired and disabled individuals, is funded through payroll taxes.[ii] Let’s explore the fundamentals of Social Security taxation, […]Continue reading
An annuity is an investment product that is designed to provide a guaranteed income stream for a predetermined period, often for the rest of one’s life. An annuity is typically purchased from an insurance company, and the purchaser makes regular payments or a lump sum payment to the insurer in exchange for the right to […]Continue reading
June is Annuity Awareness Month, a time to educate individuals on the benefits and importance of annuities. If you’re new to annuities or need a refresher, keep reading to understand the basics of annuities. Basically, an annuity is a financial product that can provide a steady stream of income during retirement. With people living longer […]Continue reading
Social Security is not something you should just set and forget. There are many factors that determine the level of benefits you receive. Here’s a checklist of 5 Social Security strategies you should consider when planning for your retirement to maximize your income and earning potential to replace your paycheck: Delay claiming your benefits. You […]Continue reading
Annuities can be mysterious. You might even feel like they come with a hidden agenda. However, with proper planning annuities can be an appropriate solution for your portfolio and financial planning. They can offer financial advantages such as guaranteed income or living benefits. Consider these eight reasons annuities annuity strategies relative to your situation and […]Continue reading
The 2019 Employee Wellness survey by PwC found that 73% of Millennials, 70% of Generation X, and 61% of Baby Boomers think health care costs will adversely affect their retirement. If a healthy 65-year-old couple retiring in 2019 expected to spend more than $387,000 for retirement health care costs, not including long-term care, what do you […]Continue reading
“Shirtsleeves to shirtsleeves in three generations.” The saying is true, and the cycle is real. As the expression indicates, after the buying, the building, and the selling, there’s rarely anything left of a family’s wealth for the fourth generation. Multi-generational planning focuses on breaking that cycle by allowing your heirs to have the knowledge […]Continue reading
