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Will Social Security Be Around When I Need It?

This is a question we often receive from people planning for retirement. For some people, Social Security retirement benefits are an important part of their retirement income strategy and for others it is crucial. Currently, approximately 61 million people receive Social Security retirement benefits (about out one in five Americans). ... Read More

Time Is Your Friend

Warren Buffet, the legendary business owner, said, “Time is your friend. Impulse is your enemy.”  He was referring to the value of compound interest and the suggestion to not make quick investment decision based on how you feel at any one moment. I seem to be reminding clients of this ... Read More

How Not to Invest in Retirement

Recently I was waiting in a retail store checkout line and started chatting with the clerk. He seemed like an amiable and chatty fellow so out of curiosity I asked him how long he had been working at this store. He replied that it had been about six months. He ... Read More

Common Retirement Planning Mistakes

Richard Thaler was awarded the Nobel Prize in economics last week. Thaler is the first person who works in the new field of behavioral economics to win this coveted prize. Traditional economics assumes that people behave rationally when it comes to money matters and, of course, people don’t. So in ... Read More

Jim Croce Song and Retirement Planning

Jim Croce was an American singer/songwriter of the 1960’s and 1970’s. He wrote and sang a number of popular songs including “Bad, Bad Leroy Brown” and “I’ll Have to Say I Love You in a Song.”  One of his other big hits is the point of this blog post, “Time ... Read More

Planning on Working In Retirement?

The Employee Benefits Research Institute (EBRI) conducts an annual Retirement Confidence Study. The study consistently finds that workers are far more likely to expect to work for pay in retirement than retirees are to have actually worked. In the 2017 study, 79 percent of workers indicated that they expect work ... Read More