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Category: Retirement Income

Spending Freeze for Pre-Retirees

Spending Freeze: stopping all spending during a specific timeframe. Two of the most popular questions pre-retirees ask when they are considering retirement are: Do I...

Collecting Social Security While Working

What happens if you claim Social Security yet continue to work?What are the rules and penalties associated with simultaneously claiming and working? Where does the...

Early Retirement Packages & Offers

Summary: Sometimes a company will offer an early retirement package to employees. This has certainly been the case during the summer of 2020 for industries...

Target Date Funds Fail Retirees

Summary: Target Date Funds are quite popular within 401ks. The purpose and strategy of these funds makes a lot of sense. However, for people that...

CARES Act Retirement Strategies

Summary: The Coronavirus Aid, Relief, & Economic Security Act (CARES) has some parts that impact our retirement system. In this show we discuss the main...

Saving For Retirement Is A Waste

Summary: Is saving for retirement a waste of resources? Does it make more financial sense to spend your money on living while you are young...