Moving to Retirement – A Client’s Perspective

2016-11-11T16:40:44+00:00

By Margaret Lewis

I am a consummate planner. Not only do I plan, I usually have multiple contingencies in order. My family and friends tease me about crossing the line between planning and paranoia. So when it came to my retirement I thought I had it licked.

I had developed a formal financial retirement plan with my […]

Moving to Retirement – A Client’s Perspective 2016-11-11T16:40:44+00:00

Retirement Resolutions Pt. 2: Rethinking the Retirement Timeline

2016-11-05T00:30:57+00:00

By Bleckley Dobbs, CFP®, RICP®

After the desk has been cleaned out and the party has been thrown, the last thing you want to do on the first day of retirement is wake up and think, “now what?”   Many people focus much attention on the date of retirement, but the years following that date do not have nearly […]

Retirement Resolutions Pt. 2: Rethinking the Retirement Timeline 2016-11-05T00:30:57+00:00

How do Changes in Social Security and Medicare Affect Me?

2016-11-05T00:31:00+00:00

By Bleckley Dobbs, , CFP®

By now, you’ve probably heard about changes to a couple of the rules governing the claiming of Social Security benefits. These were “buried” in the recent two-year budget bill passed by both houses of the U.S. Congress and signed into law by President Obama on November 2, 2015. In this same law […]

How do Changes in Social Security and Medicare Affect Me? 2016-11-05T00:31:00+00:00

Social Security FAQ

2016-11-05T00:31:01+00:00

By Bleckley Dobbs & Mark Ward

Social Security is complicated.  With over 2,700 different rules, there is no getting around it. Unless you have never been married, your options and overall strategy for collecting Social Security benefits will probably be complicated.  Articles and resources abound about Social Security, but the challenge for someone to take the information […]

Social Security FAQ 2016-11-05T00:31:01+00:00