Fee-Only Investment Advisory and Financial Planning Firm Serving Greater Richmond, Virginia
When to file for Social Security seems to be an easy decision, one should just file at their “Full Retirement Age,” right? That can be the correct answer, but there are many nuances to filing for Social Security that can have long range implications on how much Social Security income you receive over your lifetime. …
Tax returns are a pain point for most of us. The process of gathering the needed documentation, handing the data to your accountant, or inputting the data into a program yourself, culminating with the common result of “you owe money” is unpleasant for all of us. From our perspective, a further negative is that all…
The Transamerica Center for Retirement Studies conducted a survey to explore the fundamental question, “What does retirement mean to you?” In selecting from a series of words associated with retirement, Baby Boomer, Generation X, and Millennial respondents alike cited “freedom,” “enjoyment,” and “stress-free” as their top picks. However, despite this shared vision of retirement, the…
