Download: Social Security, A Quick & Easy Planning Guide

As with any effort to create something for everyone, Social Security can be mind-numbingly opaque and difficult to understand. In trying to create something for everyone, complexity is part of the game. This guide is not intended to provide the “one” best answer, because when to start is a unique decision for everyone based on your personal situation. This guide will provide a road map of questions and considerations to weigh in forming your own decision.

Click the button below to get a copy of our helpful guide that includes useful information about social security, as well as a checklist to help you decide how you should proceed with your retirement plan.

Articles About Social Security

Market Outlook – Q1 2023

January 27th, 2023|0 Comments

Equity Markets In investing, as in life, hindsight is 20/20. Looking back on where we were a year ago, two observations stand out: 1.) Equity market valuations entering 2022 were far too high at [...]

The Streaming Rebundle

January 13th, 2023|0 Comments

By: Grant LacKamp and Phil Kernen "There are two ways to make money in business: one is to bundle; the other is to unbundle." The quote came from Jim Barksdale, who helped bring Netscape, [...]

The Stickiest Inflation

January 6th, 2023|0 Comments

By: Ken Green & Phil Kernen In early 2021, as inflation first breached 2%, the Fed displayed little concern, believing reopened supply chains would correct any imbalances. It didn't. Instead, price increases have burrowed [...]

Value, Growth, Or Both

December 30th, 2022|0 Comments

By: Phil Kernen The use of investment indexes has grown significantly over the last few decades, with individual investors and portfolio managers using them as tools to measure investment returns. Most of the biggest [...]

The Fed’s Financial Deficit

December 16th, 2022|0 Comments

By: Ken Green & Phil Kernen One byproduct of the massive Federal Reserve balance sheet in a zero percent interest rate environment has been its tremendous cash-generating capabilities. In 2021, the Fed sent the [...]

Misinterpreted Message

December 9th, 2022|0 Comments

By: Ken Green, Christen Dusselier and Phil Kernen Last January, we wrote an article about the declining value of the Fed’s communication strategies. We explained that with growing inflation and the start of rising [...]

Grading Robo-Advisors

December 2nd, 2022|0 Comments

By: Phil Kernen Sometimes you get what you pay for.  Those words came to mind after reading a 2021 report from the Securities and Exchange Division of Examinations. Recognizing the growth of digital investment [...]

The Next Thing In Silicon Chips

November 25th, 2022|0 Comments

By: Phil Kernen When we consider semiconductor chips and the things they power, we usually think of personal computers, mobile phones, and appliances. The silicon chips in those applications and others process information, helping [...]