There are many facets of exploration into the Social Security System and the focus is often on when to collect benefits and how much the benefits will be. There are, however, other pieces of Social Security to be reviewed and discussed prior to that time…
Health Care Costs in Retirement – Projecting for an Uncertain Future Financial Planning is a profession full of unknowns – you don’t know how the market will perform, you don’t know exactly how much you’ll spend in retirement, and you definitely don’t know what your…
SAN FRANCISCO, Ca., May 25, 2017/PRNewswire/ — Oxford University Press has just published the seventh book in the Financial Markets and Investment Series, Financial Behavior: Players, Services, Products, and Markets. Elissa Buie, CFP® and Dr. Dave Yeske, CFP® of Yeske Buie contributed chapter fifteen of the…
National 529 College Savings Plan Day Planning for higher education costs is frequently a topic we discuss with our Clients. It can be tricky to decide when and how to start saving because of the unknown factors that make estimating college costs challenging. We have…
Financial Decisions During a Divorce Dealing with your finances may be the last thing on your mind when going through a divorce, or it may be the first. Regardless of the order, deciding how the couple’s assets will be split is one of the biggest…
Dealing with your finances may be the last thing on your mind when going through a divorce, or it may be the first. Regardless of the order, deciding how the couple’s assets will be split is one of the biggest decisions the two parties will…
It used to be that your 70 1/2 “birthday” was a notable time for required minimum distributions (RMD) but that date has changed! The current RMD beginning age for anyone born in 1951-1959 is the year you turn 73 and for those born in 1960…
Reviewing the Benefits: Renting and Buying Rent or buy? It’s a question we hear and discuss often and it comes from Clients of all ages – whether it’s a newly married millennial couple looking to settle down, retirees looking to downsize or anyone in between….