Claiming Social Security at Age 62 vs 70? Ignoring These Factors is a Huge Mistake!
In this video, Certified Financial Planner Joe Franklin breaks down the best Social Security claiming strategies for retirees and how the order of withdrawals from your retirement accounts can dramatically impact your lifetime income, taxes, and legacy. We cover: Taking Social Security at 62 vs 70 Why a hybrid Social Security strategy often works best […]
Retiring Before 60? 8 Reasons Rolling a 401k to an IRA is a BIG MISTAKE!
Retiring Before 60? 8 Reasons Rolling a 401k to an IRA is a BIG MISTAKE! #Retireearly #earlyretirement #retirementplanning In this video we get into how conversions of after tax funds can be easily botched, how you may be more easily penalized, and how you may have to take out more RMDs when rolling funds from […]
Get Rich Quick or Lose Your Shirt with Program Trading?
Elections, Wars and Rumors of Wars
How the Midterm Election May Impact Inflation and Interest Rates
Celebrating a Turnaround
Warren Buffett’s Predictions
More on Toilet Paper, Milk and Skinny Cows
Lessons from Toilet Paper Mania
Protecting Identity and Assets
A few years back one of our California clients experienced a data breach at their local bank and became increasingly concerned about making sure their assets were protected from potential identity thieves. These particular clients have English accents and it would be hard to impersonate one of them on the phone, but in any event […]