Latest articles by Patrick Ayers, Investment Adviser
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How To Maximize Your Social Security Benefits
retirement Rebalancing your portfolio is the first of three steps you can take to bolster the chances that you’ll be able to push off taking Social Security until you’re 66 or even 70, which is guaranteed to boost your checks for life.
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3 Mistakes to Avoid Before Taking Required Minimum Distributions
retirement Your 401(k), IRA or other tax-deferred retirement account is probably one of your biggest assets, but part of it belongs to the IRS. Some careful planning is critical to avoid paying too much in taxes.
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5 Places Your Retirement Savings Could End Up (and How to Avoid 4 of Them)
retirement Without careful planning, your hard-earned nest egg could be lost to these common pitfalls.
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5 Questions to Ask Before You Hire a Financial Professional
Financial Planning There are a lot of financial pros out there to choose from. These five questions can help you pick the one who's the best fit for your needs.
Financial Planning
