Whether you want to leave work at 62, 67, or 70, claiming the retirement benefits you are entitled to by federal law is no casual decision. There are many factors to consider, including your other retirement savings, your health, your tax situation, the claiming strategies available to you (think …
Financial Planning
Who Is Your Trusted Contact?
Investment firms, like TD Ameritrade Institutional and Charles Schwab, have a new client service requirement. They must now ask you if you would like to provide the name and information of a trusted contact.1 You do not have to supply this information, but it is encouraged. The request is made …
A Few Thoughts on Q2 of 2020
Before we dive into the usual quarterly investment insights, here’s some fun trivia: Did you know you have to count to 1,000 before you’ll find the letter “a” in a spelled-out number? We thought you could use that break from the torrent of mid-year market commentaries on 2020’s bipolar …
