by Gary Raetz | Jan 11, 2016 | Retirement
You can’t wait to retire one day, but the decision can also be a nerve-wracking one. Will you be able to live on a fixed income for the rest of your life? What if you haven’t planned for an adequate stream of income in retirement? These questions might...
by Gary Raetz | Dec 14, 2015 | Retirement
In the midst of the holiday season, the last thing you want to think about is your income taxes. But since this is the season of giving, and charitable donations can add up to a valuable deduction on your federal income tax return, it makes sense to plan carefully...
by Gary Raetz | Dec 7, 2015 | Retirement
As you plan for retirement, you will be approached by financial advisors who want to help you manage your money. Any experienced and skilled financial advisor understands financial markets, has plenty of general knowledge about retirement, and probably boasts a long...
by Gary Raetz | Nov 19, 2015 | Retirement
As you plan for your retirement, you will likely be faced with many decisions about Social Security. Many retirees focus on when to claim their benefits, but another question they should be asking is, “How should I claim my benefits?”. For married people, how they...
by Gary Raetz | Nov 16, 2015 | Retirement
Social Security will comprise an important part of your retirement planning. Whether your benefits will make up a significant portion, or just a fraction of your monthly income, you have the right to various strategies which can maximize those benefits. You may...
by Gary Raetz | Nov 8, 2015 | Retirement
Nothing about retirement planning is easy or uncomplicated, but Social Security really takes the cake. As you would expect from any large government-run program, the system is fraught with complicated rules and procedures. This tangled web of rules, along with a...
