Happy Friday! Here are some articles you may find of interest. Do This One Thing Each Year If You Want a Better Retirement by Money 7 questions you must ask to keep a financial adviser honest by marketwatch.com … Read More
On Monday, President Obama signed the Bipartisan Budget Act of 2015. With this Act comes significant changes to Social Security claiming options, although the core benefits of Social Security have not changed. While many of us in the financial planning world have assumed changes … Read More
Retirement can be one of the most critical financial life transitions you’ll experience.However, it’s easy to overlook important issues when there are so many details that need to be coordinated and managed. The good news is that most financial mistakes can … Read More
The Social Security Administration (SSA) and the Centers for Medicare & Medicaid Services (CMS) have announced limits and costs of living adjustments for 2015. This year the SSA has announced that beneficiaries will receive a 1.7% cost-of-living adjustment (COLA), and CMS … Read More
The myRA is a new workplace retirement savings account discussed by President Obama in the State of the Union address, and subsequently authorized by executive order. Although details are still basic, click here to get initial information on the myRA … Read More
I’m excited to share a new development in my business. Recently, The Motley Fool has exclusively endorsed and is now promoting the services of financial advisors affiliated with the Garrett Planning Network, the international organization of fee-only financial advisors with which I have been proudly … Read More