Mastering the Mysteries of File and Suspend
When and how you claim your Social Security benefit impacts the amount you receive. Could file and suspend be beneficial and benefit-enhancing? Q: My wife and I are trying to decide when to take our Social Security benefits and we keep hearing about a strategy called...
Key Points in the President’s 2015 Budget Proposal
On March 3, President Obama announced his $3.9 trillion budget proposal for fiscal year 2015. Although the budget is more of a presidential “wish list” at this point, it includes initiatives that, if passed by Congress, could have a great impact on wealthy and...
A Safety Reminder: Protecting Yourself from Data Security Breaches
One of the biggest themes of the past year has been the scary truth that our personal information may not be as secure as we think it is. Yet, even as headline after headline announces the latest data breach, many consumers are not proactive about protecting their...
Prepping for the Upcoming Tax Season—And Beyond
If you typically file your taxes early to receive your refund faster, you’ll have to wait a bit longer this tax season. Due to the partial government shutdown last year, the IRS won’t begin processing 2013 returns until January 31, 2014. (The April 15...
How to Adjust a Portfolio When Nearing Retirement
Investors who follow the financial media probably have noticed a familiar trend over the years. The financial media is notorious for focusing on the most volatile of investments including stock indexes like the S&P500 and commodities such as Gold. Regardless of...Ready to Get Acquainted?
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