What’s Your (Retirement) Number?

As Certified Financial Planner™ professionals we are often asked, “How much money will I need to retire?”  Or, “What’s my number?”  Sounds simple enough right?  After all, we do this stuff everyday. Can’t we just pull out our trusty financial …

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Social Security Loophole Closing

A unique social security loophole, especially for married couples at full retirement age (66 currently) that haven’t already filed for their benefits, is closing April 29, 2016. The ability to take advantage of the expiring law may make a large difference in …

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