Did You Ever Notice the Asterisk on Your Social Security Statement? From: nationalreview.com While engaging in the mundane task of gathering financial statements for a “secure retirement” meeting with my…
…owe it to yourself — and your bank account — to at least try working with a tax preparer or committing to spend the time and energy it takes to…
…guardian of true liberty.” — James Madison “It is by a thorough knowledge of the whole subject that [people] are enabled to judge correctly of the past and to give…
…hands of individuals with little or no financial expertise is problematic. Research demonstrates that decision making is pervaded with behavioral biases. (To some extent, biases can be compensated for by…
Surprise! The Greatest Retirement Spending Changes Come from What Now? From: medium.com And other key insights from a new T. Rowe Price study, including what makes retirees most content living…
…affordable options. While grieving spouses may be tempted to purchase everything that they need from one funeral home, you can save your loved one a lot of money by comparison…
Read more6 Key Value Propositions A Good Financial Planner Can Provide For Clients Seeking A Better “Return On Life” From: kitces.com The Varying [Not Always Unique] Value Propositions Of Financial Advisors…
…your ability to travel is limited to your vacation time. Come retirement, you finally have the freedom to take off and go, visiting places that have been on your wish-list…
What the Academy’s Best Picture Voting Tells About Investing From: news.morningstar.com Opportunities exist to be exploited, but they don’t remain constant. Not-So-Total Recall Initially, the Academy of Motion Picture Arts…
…immediate annuity is a contract with an insurance company (or a private individual) under which the consumer pays the company a certain amount of money and the company sends the…
Copyright © 2024 • REAP | Retirement & Estate Advisors & Professionals • All rights reserved
(855) 904-REAP • info@retirementestateplan.com
