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 – Q2 2023

April 14th, 2023|0 Comments

Worldwide equity markets advanced 7.3% in the first quarter as investors processed the prospect of lower inflation and interest rates. The Silicon Valley Bank (SVB) failure was perhaps the most noteworthy event during the [...]

Is Housing Dead?

March 10th, 2023|0 Comments

By: Phil Kernen Housing was the industry most directly affected by the interest rate increases engineered by the Federal Reserve in 2022. Higher borrowing costs in an expensive housing market throttled activity and put [...]

Understanding Bond Yields

March 3rd, 2023|0 Comments

By: Phil Kernen With interest rates rising over the last year to fight inflation, bonds are attractive again. Yields on short U.S. Treasury bills crossed 5%, the 10-year U.S. Treasury note yield is over [...]

Do You Understand Advisory Fees?

February 10th, 2023|0 Comments

You are paying too much for financial advice.  At least, that is the conclusion from the latest Low-Cost Investing Survey from State Street.  Do you know how much are you paying for financial and [...]

What’s An ADR

February 3rd, 2023|0 Comments

By Phil Kernen American Depositary Receipts (ADRs) have been around for almost 100 years, and are an efficient mechanism for investors to buy stock in foreign companies whose shares only trade outside U.S. markets. [...]

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, [...]