Category: Blog Posts

Understanding Social Security Spouse and Survivor Benefits

If you’re like millions of Americans, you’re counting on Social Security as an important source of income during your retirement years. This makes it critical to plan carefully for how you can maximize your Social Security benefits when you retire. One common mistake made by many married couples when planning the role of Social Security […]

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Is Social Security Really Going Broke?

You may have heard various media reports that Social Security is “going broke.” If so, you might be wondering whether or not this is really true. The simple answer is no. But to understand why this is so and why it has become a common misconception, it helps to better understand the Social Security trust […]

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What is the Tax Torpedo — and How Can You Avoid It?

Understanding all the details and nuances of Social Security benefits can sometimes be difficult. For example, one source of confusion for many people has to do with whether or not Social Security benefits are taxable. Social Security benefits themselves generally aren’t taxable, but there is a situation where a portion of benefits may become taxable. […]

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How You Can Jump Off the Investing Emotional Roller Coaster

With summer right around the corner, you could be planning a trip to your favorite amusement park. Once there, you might even be brave enough to ride one of the giant roller coasters that are so popular at many parks today. Amusement park roller coasters are fun — at least they are for some people. […]

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The Long-Term Benefits of Dollar Cost Averaging

“Buy low and sell high.” This is probably the simplest explanation of how to be a successful investor. Simple doesn’t make it easy, though. Nobody has a crystal ball allowing them to see into the future so they know when to buy securities at the lowest possible price and sell them at the highest possible […]

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Early Retirement Strategies: Plan to Stay Healthy After You Retire

Many people today dream of being able to retire earlier than the traditional retirement age of 65. Doing so would enable them to pursue goals and activities that they never had time for while working full-time, such as volunteering, travelling and engaging in their favorite hobbies and sports activities. However, there’s a growing body of […]

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What Are Tax-deferred Accounts — and Why Are They Beneficial?

What Are Tax-deferred Accounts — and Why Are They Beneficial? Tax day may finally be in the rear-view mirror, but that doesn’t mean you should forget about tax planning. In fact, now is a great time to get a jump start on tax planning for the rest of this year so you’re better prepared during […]

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How Should You Talk to Your Kids About Their Inheritance?

One of the trickiest and most sensitive financial areas that parents must navigate is talking to children about their inheritance. This conversation is fraught with potential danger. For example, wealthy parents sometimes fear that telling their kids what kind of inheritance they’re going to receive will take away their motivation to go to college, work […]

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How MASH Can Help You Retire Successfully

If you’re like many people, you are saving at least a portion of your income in a retirement savings account to help prepare for the day when you’re ready to leave the workforce. That’s great, but ensuring a successful retirement requires more than just planning out your dollars and cents. You also need to plan […]

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How to Extend the Life of Your Retirement Portfolio

One of the biggest challenges when it comes to retirement planning is ensuring that your savings last as long as you live. This is becoming even more important as some people choose to retire earlier than the traditional retirement age of 65 and average life expectancy in the U.S. increases. For example, U.S. men can […]

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