Tag: financial advisor
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Ask an Advisor: Should My Wife Wait to File for Spousal Benefits or Claim Her Benefit Now?
I’m 63 and still working. My wife, who is 64 ½ and retired, spent most of her working life raising our children at home....
Is $2.5 Million in Roth Savings and $2,500 in Social Security Enough for a 62-Year-Old’s Retirement?
This brings us to the last big question. What do you plan on for your lifestyle?Dutch Mendenhall, CEO of RAD Diversified REIT and author...
Ask an Advisor: Why Does an Advisor Get a 1% Fee Even if My Portfolio Doesn’t Perform? It’s 25% of My Return
A good financial advisor can increase net returns by up to, or even exceeding, 3% per year over the long term, according to Vanguard...
At 65 and Taking Social Security-Can I Still Do a Roth Conversion with $750k?
You may not find that one course of action is clearly superior. Factors to consider when deciding if and how much Roth conversion makes...
It’s My First Year on Social Security – How Can I Stop Taxes from Eating It Up?
As your first year of retirement progresses, it’s important to evaluate whether the financial plan you laid out to ensure your sustainable well-being is...