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When Should You File for Social Security?

When Should You File for Social Security?

by Jennifer Tompkins | Jan 25, 2023 | Personal Finance

When is the right time to file for Social Security benefits? Unfortunately, this straightforward question does not have a simple answer and because of that, many retirees lose out on valuable benefits each and every year. The Basics Broadly speaking, you have three...
5 Ways You Can Expect Spending in Retirement to Change

5 Ways You Can Expect Spending in Retirement to Change

by Jennifer Tompkins | Nov 7, 2022 | Personal Finance

If your retirement is right around the corner, you may find yourself asking a question you’ve never considered before: “How will spending in retirement change for me?” While this may be an overwhelming and somewhat complicated question to ask, it is a question worth...
Managing Medicare Premiums in Retirement

Managing Medicare Premiums in Retirement

by Jennifer Tompkins | Aug 17, 2022 | Personal Finance

There’s a lot to think of during retirement, especially when it comes to managing your income and your tax burden. If you are retired (or getting close to retirement), tax-efficient income planning can make a big difference, especially when it comes to Medicare...
Finding Investment Opportunities During Times of Volatility

Finding Investment Opportunities During Times of Volatility

by Jennifer Tompkins | Aug 2, 2022 | Personal Finance

2022 has been a year of volatility with both domestic issues and foreign affairs causing major swings in the equity and bond markets. As of August 1, the S&P 500 is down -12.58% YTD and the Bloomberg US Aggregate Bond Index is down -8.16%.[1] Declines like these...
How Roth Conversions Can Help You Save During Retirement

How Roth Conversions Can Help You Save During Retirement

by Jennifer Tompkins | Jun 22, 2022 | Personal Finance

Since they were first introduced in 1998, Roth IRAs have been a popular way to generate future tax-free growth and income. You can do this by contributing to a Roth IRA on an ongoing basis or converting traditional IRA or other pre-tax retirement account assets into a...
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Recent Posts

  • When Should You File for Social Security?
  • 5 Ways You Can Expect Spending in Retirement to Change
  • Managing Medicare Premiums in Retirement
  • Finding Investment Opportunities During Times of Volatility
  • How Roth Conversions Can Help You Save During Retirement

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