How to Think About When to Take Social Security: Part 3 of 3
We have reached the final installment of our discussion on when to take Social Security. Strategy number 3 will focus on the case for taking Social Security at age 70.
We have reached the final installment of our discussion on when to take Social Security. Strategy number 3 will focus on the case for taking Social Security at age 70.
At Baird Retirement Management, many of our clients spent much of their careers in foreign assignments, returning to the US to retire as expats.
Want the latest Conoco Phillips and Phillips 66 Retirement Plan interest rate information? We have it.
I am interrupting our three-part series on How to Think About When to Take Social Security to discuss strategies for coordinating your spousal benefits. At the end of my last article, I briefly touched on the factors to consider when coordinating Social Security benefits with your spouse. In this article, we will cover considerations for when to take your spousal benefit and optimizing for total payments vs. size of monthly payments.
Stocks hitting new all-time highs can be great if you’re already invested, but if you’re just entering the equity market or are considering adding to your portfolio, the recent market milestones might give you pause.
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December is here and that means holiday fun, colder weather, and… the end of another tax year! While that may not warm your bones as much as a cup of hot chocolate or a seat close to the fire, taking care of these tax related items before December 31st will hopefully reduce your stress level for the start of 2020.
Asset allocation is a time-proven strategy that can help take the guesswork out of choosing investments for your portfolio. Instead of putting all your eggs in one basket, you spread your eggs (dollars) among a variety of baskets (stocks, bonds and cash). The baskets can be further divided within each type of investment.
Every year, thousands of retirees ask themselves, “Should I sell my home?” It’s a bit of a scary question. Your long-time home is full of memories and history, not to mention all that stuff you’ve accumulated over 30+ years.
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