Posts by Patrick Strubbe
Should Your Retirement Be Custom-Built?
Unbelievably, this year marks 25 years that I have been helping people plan for their retirement – most of that as a retirement financial advisor here in Columbia, SC. Over…
Read MoreAt 59 ½ – You Can Take Control!
Before you turn 60 years old, your 401k plan has a set up that you may want to take advantage of. In the past, there has been a lot of…
Read MoreYour Retirement Paycheck Matters
Retirement income is not a one size fits all calculation as wants and needs vary significantly from one person to the next. Several factors such as life expectancy inflation, and…
Read MoreHow Does Your Retirement Income Compare?
With each passing year, more baby boomers are reaching retirement age. There is a lot of discussion surrounding the management of retirement savings and how to turn this money into…
Read MoreAvoid Tax Season Scams
Tax season is once again in full swing. While many concerned taxpayers file tax returns to meet the required deadline, criminals work harder to cash in taking advantage of the…
Read MoreWhat is the Social Security 2100 Act?
Democratic Congressman John B. Larson introduced the Social Security 2100 Act on January 30, 2019. The proposed legislation seeks to raise payroll taxes to keep Social Security solvent and expand…
Read MoreBuying A Vacation Home In Retirement
If your retirement dream includes bouncing around between a beachfront condo in the winter and a mountain retreat in the summer, you are in good company. Perhaps you want to…
Read MoreYour Tax Refund & Your Retirement
The average American gets a tax refund each year. In fact, the average tax refund is more than $2,700. That’s a pretty nice infusion of cash. Windfalls can lead to…
Read MoreSeventy Percent Need Long Term Care
Millions of people in the U.S. are unable to care for themselves and need long-term care services. These people need assistance in performing one or more self-care activities of daily…
Read MoreHow to Prevent Elder Financial Abuse
Elder financial abuse can be a complicated subject, but at its most basic level it involves taking advantage of an older adult through manipulation or intimidation to steal their money…
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