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Northwest Financial & Tax Solutions
Jason Lambert is president, CEO and portfolio manager of Vancouver, Wash.-based Northwest Financial & Tax Solutions (www.nwfts.net). He is a firm believer in the importance of independence in financial planning, which allows an adviser to look out for the client's best interests. Jason is the co-host of "The Retirement Trailhead" radio show, which airs every weekend on Portland-area stations, and he hosts the "Peaks and Valleys" podcast. He holds a degree in finance from Auburn University.
Retirees who live by the 4% rule and who keep pulling out money of their portfolios trusting that they won't run out, could end up regretting it.
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When financial professionals talk about “maximizing” your Social Security income, generally what they’re really advising is that you wait as long as possible before claiming your benefits.
See More From: Social Security