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2020 Social Security Changes

The Social Security Administration announced several changes that start in 2020 that might affect you. They include: A 1.6% increase in SS benefit payments. Full Retirement Age (FRA) increases for anyone born in 1958 will be 66 and 8 months — a two month increase. The full retirement age will ... Read More

Best Reads For Retirement Planning

As promised last time, here are the best books on retirement planning: What Color Is Your Parachute for Retirement by Bolles and Nelson How to Retire Happy by Stan Hinden The New Retirement by Cullinane and Fitzgerals Don’t Work Forever by Steve Vernon How to Retire Happy, Wild and Free ... Read More

Most Difficult Part of a Golf Course

“Golf is a game that is played on a five-inch course – the distance between your ears.” — Bobby Jones In the annals of golf, Bobby Jones holds a special place. He is the only golfer ever to win the U.S. Amateur, British Amateur, British Open and U.S. Open in ... Read More

Four “L’s” of Retirement Planning

Dr. Wade Pfau came up with this concept for those thinking about retirement. He stated that retirement income planning needs to take into account these factors: Longevity — a 65-year old married couple has a 50% probability of at least one partner living beyond age 91 Lifestyle — how you ... Read More

“Retirement Is Not Vacation”

A client told me this the other day and I’ve been pondering ever since. I  think he’s right, although I suspect that many people who are considering retirement think just the opposite. That is, many pre-retirees think retirement is like endless vacation. Well, it’s not. Vacation is typically a time ... Read More

Happy Birthday Social Security!

Yesterday Social Security turned 83 years old! Party hats for everyone! On August 14, 1935 President Franklin Roosevelt signed into law the Social Security Act, which is among the most important pieces of personal financial legislation ever created in the U.S. For the majority of Americans, Social Security is the ... Read More