by Brian Bickett | Sep 20, 2024 | Retirement, Social Security
Retroactive Social Security benefits offer a lump sum payment for up to six months of missed benefits, but opting for this can lead to lower monthly payments moving forward. Let’s explore when taking these benefits might make sense. 1. High Medical Expenses In...
by Brian Bickett | Sep 18, 2024 | Financial Planning, Investments, Retirement, Social Security, Taxes
The Impact of Elections on Markets and Tax Policy With Labor Day behind us, we’re in the final stretch of the 2024 presidential election race. As we follow the news and parse the most recent polls, some may ask, “How might what happens on November 5 impact...
by Brian Bickett | Sep 4, 2024 | Financial Planning, Investments, Retirement, Social Security, Taxes
If you think the United States has a retirement crisis, you are not alone. A recent survey found that 79% of working-age Americans believe the same thing. That percentage is up from 67% in 2020. When asked about their situation, more than half of Americans (55%) are...
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