One of the most common questions advisors are asked is “How should I be invested?” and unfortunately, there isn’t a simple answer. Determining asset allocation is not a “one-size fits all” process nor should it be based solely on your age or income. While it may be easy to pick a balanced, middle of the road portfolio, does that actually help solve …
Social Security: What You Don’t Know May Hurt You
During retirement planning, there are many considerations and an important one is social security. You may be asking yourself questions like: When should I claim social security? Should I collect my social security as soon as I’m eligible? After all, I did pay into it all these years, so I’m entitled to it, right? Besides, it may run out so …

