Social Security

Retirement Bob Williams - January 8, 2025

You’ve thought about it. You’ve talked about it. You’ve planned for it. Well, if you’re at least 62 years old, now you can go...

Financial Planning Patrick Rogan - November 7, 2024

The 5 Year Rule on Roth IRAs: What You Need to Know Roth IRAs are a popular way to save for retirement because of their...

Charitable Bob Williams - November 5, 2024

The end of the year is a great time to think about what’s coming up and reviewing your financial...

Financial Planning Bob Williams - October 15, 2024

You’re doing your year-end financial review and trying to figure out how much you’ll have next year to pay...

Financial Planning Bob Williams - October 10, 2024

Pundits spend months predicting how much the Social Security cost-of-living-adjustment (COLA) will be for the following year. Me? I...

Retirement Bob Williams - August 30, 2024

You started taking your Social Security benefit. It seemed like the right thing to do at the time, but...

Financial Planning Bob Williams - August 23, 2024

Starting Social Security before Full Retirement Age (FRA). There’s lots of talk about it these days. It might be...

Goals Bob Williams - June 14, 2024

An ex-spouse can get a Social Security benefit based on your work history. How much depends on how it's...