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Founder and President,
Old Security Trust Corp. and Old Security Group
Matt Hausman is the founder and president of Old Security Trust Corp. and Old Security Group, a Registered Investment Advisory Firm. He focuses on helping clients recognize when they are unknowingly and unnecessarily transferring away their wealth, and believes in helping empower consumers through effective information on financial strategies. Matt has passed the Series 65 exam and holds life, health and title licenses in multiple states.
When to take Social Security: It’s THE question for people as they approach retirement, and there’s lots to think about.
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Over-investing in your 401(k) can lead to a taxing retirement. It's one of the biggest mistakes investors tend to make, and it’s avoidable.