Social Security: The $64,000 Question

  One of the most common questions people ask about Social Security is when they should start taking benefits. This is the $64,000 question. Making the right decision for you can have a meaningful impact on your financial income in retirement. Before considering...

What Is a Roth 401(k)?

While many people are familiar with the benefits of traditional 401(k) plans, others are not as acquainted with Roth 401(k)s. Since January 1, 2006, employers have been allowed to offer workers access to Roth 401(k) plans.¹ And some have rolled out offerings as part...

Women and Financial Strategies

Forty-four percent of American women are the primary breadwinner in their house.1 Yet only 10% of women feel very confident in their ability to fully retire with a comfortable lifestyle.2 Although more women are providing for their families, when it comes to preparing...

How Will Working Affect Social Security Benefits?

Tip: Rules, Rules, Rules. Different rules apply for those receiving Social Security disability benefits vs. Supplemental Security income payments. Different rules also apply for those working outside the U.S. Source: Social Security Administration, 2017 In a recent...