10 Habits of Highly Successful Retirees

Many baby boomers think of retirement as a vacation they will be on for the rest of their life, and it’s possible that scenario could be an accurate one. The probability of you living what you define as a “successful” retirement depends largely on making correct choices while not making poor (and often expensive) ones. […]

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Posted in: Blog, Financial Planning, Investment Management, Retirement

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Yep, Even the Social Security Administration Makes Mistakes

Yep, Even the Social Security Administration Makes Mistakes

As the saying goes, “To err is human, to forgive, divine.” Which is true, except for when it comes to your social security earnings report. It’s important to make sure that your earnings history is correct and tax prep season is the perfect time to do just that. In 2016, the Social Security Administration dealt […]

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Posted in: Blog, Social Security Planning

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What’s the Most Common Social Security Number?

What’s the Most Common Social Security Number?

If you read the title of this blog post and did a double-take, please don’t misunderstand and get concerned that the Social Security Administration recycles numbers…they don’t. Each U.S. citizen has their own assigned number that essentially dies with you when you pass away. However, did you know that 078-05-1120 was the number that over […]

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Ladies, It’s Not Just Shopping that Can Derail Your Retirement

Ladies, It’s Not Just Shopping that Can Derail Your Retirement

(Originally Posted at Barber Financial Group) When it comes to financial planning, statistically speaking, women are lagging behind. Despite the fact that females control $5 trillion in investable assets, represent more than 51% of the workforce, and are starting their own companies at twice the rate of men. * Now this is not an article […]

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Have You Planned for Retirement Risks?

Have You Planned for Retirement Risks?

(Originally Posted at Barber Financial Group) When it comes to the word “risk”, it can mean a lot of different things to different people. Some view risk as a negative thing, especially if they made a decision in their past that ended badly. Risk to others is an exciting opportunity because it’s often thought the […]

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Posted in: Blog, Financial Planning, Risk Management, Retirement

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7 Investing Blind Spots … That Could Crash Your Chances of Retiring Successfully.

We see it all the time, meeting after meeting. Boomers getting ready to retire and having an image or an idea of what their retirement life will be like. These lifestyles run from one edge of the spectrum to the other. Some dream of a quiet lifestyle taking each day at a leisurely pace, others […]

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Is the Government Cheating You Out of Thousands of Dollars in Retirement?

For some of you, this next statement probably won’t come as a big surprise, but for some of you the government is making it more and more difficult for you to retire every day. In fact, they’re cheating some of you out of thousands of dollars of your hard-earned money every single year. You may […]

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Posted in: Blog, Financial Planning, Investment Management, Market Commentary

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How to Help Avoid the Social Security Tax Trap

Surprises in life can sometimes be a really fun thing, unless it’s related to your taxes. Unfortunately, many baby boomers are shocked to find out after claiming their Social Security benefits that they could be taxed as much as 85% on those same benefits! So while you are writing a check to Uncle Sam for […]

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Posted in: Blog, Financial Planning, Investment Management, Social Security Planning

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