by Eric Blake, CFP® | Feb 25, 2022 | Uncategorized
Is 62 your lucky number? If you're eligible, that's the earliest age you can start receiving Social Security retirement benefits.Although collecting early retirement benefits makes sense for some people, there's a major drawback to consider: if you start...
by Eric Blake, CFP® | Feb 11, 2022 | Retirement-Featured
Whether you’re just easing out of the workforce or you’ve been in retirement for a few years now, making the right financial moves is critical. If you’re working with an advisor or taking a look at your finances yourself, one central goal during...
by Eric Blake, CFP® | Feb 8, 2022 | Uncategorized
Whether you are a novice or an experienced investor, it is critical to review your investment portfolio as part of the financial planning process. Particularly during times of uncertainty and volatility, a portfolio review can help you evaluate and confirm your...
by Eric Blake, CFP® | Feb 4, 2022 | Retirement-Featured
As an individual or couple planning for retirement, you need to be familiar with the term "Modified Adjusted Gross Income" or MAGI. It's a term that is thrown around a lot in retirement planning, but it can be hard to understand what it means without...
by Eric Blake, CFP® | Feb 4, 2022 | Retirement-Featured
Yes, it's tax time again, but if you are retired (or soon will be), it's also a great time to evaluate tax strategies and opportunities for the current year.Reviewing your tax return can be an informative exercise to ensure you understand all sources of...
