Posts by Patrick Strubbe
Your Social Security Benefits Get A Boost
Some seniors are dependent on their Social Security benefits, but the majority of your retirement income may be derived from other sources. While your Social Security income may not be…
Read MoreRetirement Should Not Scare Women
Halloween may be an appropriate time for a good scare, we should limit unwanted surprises in retirement! Generalizations may not necessarily reflect your individual circumstance although there are fact-based reasons…
Read MoreOctober is National Financial Planning Month
You have worked hard for your money, because you have a bigger goal than just paying the monthly expenses. You have a long term goal that is important to you.…
Read MoreRetirement Planning Mistakes To Avoid
Retirement should be a time of rest, relaxation, and play. It should be about focusing on those pursuits that you wanted to do when you were younger, but you have…
Read MorePassing Your Estate to Imperfect Heirs
When planning one’s last will and testament, one always hopes that the people they will be passing on their hard-earned wealth to will be responsible enough to handle it well…
Read MoreLife Insurance, It's Not For You.
Life insurance is one of those things that many people prefer to avoid thinking about because it often conjures up dark images. Many people are jarred into realizing the importance…
Read MoreStart Your Year End Planning Now
It may seem as if the end of the year is very far away and that there is no need to start making end of the year financial plans as…
Read MoreThe Executive Order on Retirement Savings
President Donald Trump signed an executive order Friday, August 31, that proposes asking for reviews on changing certain rules for tax-deferred retirement savings such as 401(k)s and individual retirement accounts, or IRAs.…
Read MoreCharitable Giving And Retirement
The average individual can spend less during their retirement due to a budget. One exception can be giving to charitable causes. A study by the WPI or the Women’s Philanthropy…
Read MoreRetire Early, Tap Your 401k Early… Penalty?
The way we work and save for retirement has changed and the old rules no longer apply to every individual’s situation. There are many professionals with the resources to retire…
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