Month: September 2014

Retirement Benefit Changes in 2015

How to Get More Money from Social Security Part 4

For this series I have covered some social security claiming strategies. You can click here for the other articles in the series. I have received quite a few questions and have posted the answers online. You click here to see the FAQ. In this article we will cover how social security is taxed. Tax Treatment of Social […]
Read more

How to Get More Money from Social Security Part 3

In the first part of the series I covered information on spousal benefits and using a strategy called “file and suspend” and “file and suspend plus” to maximize your lifetime joint benefits by timing when you claim. This article I will cover another one of the advanced social security claiming strategies. Since publishing this article series I have […]
Read more

More Wisdom From Warren Buffett Part 3

Warren Buffett is considered to be the world’s greatest investor. The past two articles discussed his incredible success at Berkshire Hathaway and his best investment advice. Please click here to see the previous parts in this series.  “Over the long term, the stock market news will be good. In the 20th century, the United States endured […]
Read more

ATS004: How to Be A Successful Investor with Arthur Lipper

I am extremely excited to have Arthur Lipper as my next guest! Anyone familiar with the finance industry knows the impact he has had. Since he started working on Wall Street in 1954 (60 years!), he is acknowledged worldwide as an innovator in the field of financial services. He pioneered breakthroughs in the fields of mutual […]
Read more

S.H.A.P.E. Personality Test

Rick Warren of Saddleback Church developed the S.H.A.P.E. test and assessment tool to help individual discover their own specific SHAPE for ministry. I have taught this course to several churches and organizations on finding and discovering how God has shaped you for ministry, service, and one’s profession. Regardless of your belief system, this assessment tool […]
Read more

How to Get More From Social Security Part 2

In Part 1 I covered information on spousal benefits and using a strategy called “file and suspend” to maximize social security benefits, especially your lifetime joint benefits by timing when you claim. You can click here to see more social security resources. In this article we will cover survivor benefits and an advanced social security claiming strategy called “file […]
Read more

Social Security Benefits Frequently Asked Questions

I receive more questions about Social Security than any other topic I cover, especially with my recently published article series on Maximizing Social Security. This isn’t surprising given that more members of the baby boomer generation are starting to retire and become eligible for benefits. I have published the most frequently asked questions and scenarios I have received […]
Read more

SMART Financial IQ Quiz

To make good financial decisions, people need to not only have a basic knowledge of finances, but also be equipped with the skills to apply this knowledge. The FINRA Investor Education Program recently gave a five question SMART financial quiz. 75% of US adults taking the test stated that they were pros at managing their […]
Read more

Debt Collection Help

New ways to combat harmful debt collection practices (Get Debt Collection Help!) BY CFPB WEB TEAM Today, in addition to two bulletins putting companies on notice about harmful debt collection practices, we’re also releasing new tools for consumers: Action letters for consumers to consider using in corresponding with debt collectors and debt collection complaints. Click here for tips on […]
Read more

Pin It on Pinterest