Retirement Planning
Taming the High Cost of Health Care During Retirement
I recently met with a client to review their investment accounts and financial plan. During the course of our meeting the topic of aging came
Category: Social Security
Social Security
Social Security Changes Will Limit Future Planning Options
A few days before Halloween, Congress managed to slip a couple of ‘tricks’ into the Bipartisan Budget Act of 2015 that impact many soon-to-be retirees
Social Security
Social Security COLA Increase Unlikely for 2016
On August 14, 1935 President Franklin D. Roosevelt signed the 37 page Social Security Act into law, ushering in a new concept of retirement for
Social Security
Retirees Are Taking Social Security Later
The optimal age to begin taking Social Security benefits for retirees will depend on a number of factors and financial considerations. To help determine your optimal age to begin collecting Social Security benefits please give our office a call at 419-878-3934 to schedule a time to discuss your options.
Social Security
Fiscal Cliff Resolved, but Further Challenges Remain
Congress approved legislation in late December to avert billions of dollars in tax increases and spending cuts, helping the United States avoid what many were