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Financial Planning

Should You Claim Social Security Early Due to Financial Hardship?

social security

If your financial or employment situation has changed due to coronavirus, you may be rethinking your Social Security claiming strategy. While you can claim Social Security benefits as early as age 62, you will receive a permanently smaller benefit. If you wait to claim past your full retirement age, your benefit will increase by 6…

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A Guide to the CARES Act for Americans Age 50 and Over

coronavirus aid

President Trump signed the Coronavirus Aid, Relief, and Economic Security (CARES) Act into law to help Americans combat the economic effects of the coronavirus. It includes potential tax breaks, checks for qualifying Americans, and temporary new rules for retirement account withdrawals. Here’s a guide to the CARES Act for Americans 50 and over. Checks for…

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How CARES Act Might Help Small Businesses & the Future Economy

In Mike Slater’s AM segment on KFMB Radio, Brad discussed possible retirement strategies adjustments that might be relevant during these unprecedented times,  and how the CARES act could impact your plans/ future economy for small businesses.   *Investment Advisory Services offered through Epstein and White Financial LLC, a SEC Registered Investment Adviser.

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3 Questions a Financial Advisor Can Help You Answer

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A 12 year-long bull market run recently came to a close, and many Americans have experienced the effects. For those nearing or in retirement, this can be especially worrisome. If you’re wondering what your course of action should be right now, you should consider your risk tolerance, where the market is heading, and how you…

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3 Unprecedented Measures During the Coronavirus Pandemic

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We’re living in unprecedented times, and the government is taking unusual steps to mitigate the economic damage done by the coronavirus. Strict measures are in place, like canceling events of more than ten people, closing bars and restaurants, and restricting travel. And while these mean to help from a public health standpoint, they’re having a…

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3 Tips for Financial Health for the New Year

financial wealth

A recent Northwestern Mutual survey found that 41% of Americans are stressed about retirement planning, and 46% worry about outliving their savings.[1] And with 62% of Americans stressed about money in general[2], it’s surprising that only 28% of Americans will actually make New Year’s resolutions that are financial in nature, according to a MassMutual survey[3].…

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Reminder: 4 Important Things To Do by December 31st

end of year financial planning

You might have a Christmas to-do list to help you stay on track this holiday season. And while it may be an overwhelming list already, there are a few important financial deadlines you should add to it. It’s the season of giving, so don’t forget to give yourself the gift of tax planning. What you…

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Reminder: Don’t Forget to Take RMDs by December 31st

important financial deadlines

Tax-advantaged retirement accounts like traditional 401(k)s and IRAs offer many advantages, but some of these don’t last forever. The government eventually reaps the reward of years of tax-free compounded interest by forcing you to withdraw funds from your own retirement accounts and inherited accounts. So if you have a retirement account, be prepared for your…

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