Five Ways to Simplify Social Security

January 24, 2019

For better or worse, deciding how and when to take Social Security is a complicated decision. This is unfortunate because many individuals, when faced with a difficult decision, shut down rather than ask the questions that can help them avoid mistakes. Due to the long-term payouts associated with Social Security, mistakes made at the beginning compound over many, many years, making them very costly. Below are five ways to simplify social security to help you avoid making a mistake.

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Your Retirement Contingency Plan

December 18, 2017

The 2017 MarketCounsel Summit was held earlier this month in Miami, Florida. The conference provides wealth management professionals the opportunity to meet and mingle with the brightest minds in the industry and to bring new ideas and new thinking back to their practices for the benefit of their clients.

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Three Ways Charitable Giving Will Change

December 12, 2017

Much has been made of the 2018 tax bill signed into law on December 20th . It is both a reduction in many people’s taxes for next year and a substantial increase in the country’s debt for the future. One impact of this bill that has gotten little coverage, however, is how it affects individual giving.

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How to Navigate New Social Security Laws

March 30, 2016

Baby boomers face a laundry list of complex, often confusing, always important retirement decisions: determining the best way to end their careers, planning for a change in cost of living, managing the ups and downs of investment portfolios, making the right health care selection, and so on. In fact, even Social Security, which has long been one of the most stable income streams for seniors, has become increasingly complicated.

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What’s Your Client’s Real Question?

February 26, 2016

This week we interviewed Steve Cordasco, founder of Cordasco Financial Network, a wealth planning and investment management firm based in Philadelphia, Pa. Cordasco recalls a time he helped a client by addressing the emotional need underneath a technical question.

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