Posts by Jon Magoch
3 Common Questions About Social Security
While Social Security shouldn’t be relied upon to be the sole source of income during retirement, it can play an important role in your overall financial strategy for retirement. But…
Read MoreSelling Your Home? Do These Things Before You List.
Ahhh, summer. The time of year when our thoughts turn to swimming, frozen treats, and … moving? Reports indicate that summer is the most popular time to relocate, with 48…
Read MoreTax Cuts Coming? Planning Suggestions
The White House recently introduced what it billed the “biggest tax cut” in U.S. history. While a presidential tax proposal is not likely to get passed without significant changes, the…
Read MoreKeeping Connected With the Ever-Changing Internet
If you’ve watched national news in the past year or two, you’ve likely heard debates about net neutrality, which is the principle that internet providers should allow access to content…
Read MoreHow to Help Make Retirement Income Last
Building up a retirement nest egg is one thing, but making it last throughout your lifetime is quite another. With a larger share of the financial responsibility for retirement shifting…
Read MoreHow Long is ‘Till Death Do Us Part?’
One result of today’s longer lifespans is that marriages last longer too — unless they’re cut short by divorce. People may have been more likely to stay married when retirement…
Read MoreSo You Think You Know
The American College recently made this 2107 Retirement Income Literacy Quiz available. Many think they know all they need to when it comes to managing finances in retirement, but the stats…
Read MoreKeeping Up With The Fiduciary Standard
Recently, the U.S. Department of Labor published the final regulation of what is known as the “Fiduciary Rule,” delaying implementation for 60 days from its scheduled start date. The newly…
Read MoreMoney Matters 04/24/2017 – Accumulation vs Distribution and Preservation
What type of financial specialist is right for you in retirement?
Read MoreWhat is a “Safe” Retirement Withdrawal Rate?
In an investment portfolio, the withdrawal rate is the monetary percentage from which a retiree draws from his account each year. A “safe” withdrawal rate is a fixed percentage distributed…
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