Article

Social Security: Still Reason to Plan

Social Security: Still Reason to Plan by Kevin Lawson Now that Social Security claiming strategies are on the way out, is there even a need to do any planning around that decision? In 2015 Congress did pass a law that both limited and eliminated several Social Security planning strategies that were especially popular among high income earners.  The “File and…

Read more

Invest Now or Wait – 3 Key Considerations

Invest Now or Wait – 3 Key Considerations by Tad Kastman With US equity markets reaching all-time highs this fall, you may be concerned about investing at these levels. Maybe you’re waiting for a correction before investing excess cash from a recent distribution or bonus. Who can blame a person that is actively thinking about investment timing and managing downside…

Read more