When it comes to retirement planning, there are four variables any couple needs to evaluate prior to turning in the notice. These variables include. . .
Today, I am launching the Step By Step Financial blog. The purpose of this blog will be to share ideas and thoughts regarding the financial planning needs of those on the cusp of retirement. The majority of clients we serve here at Step By Step Financial are married couples entering their retirement years.
One of the most significant planning needs for couples at this stage in life is Social Security planning. There are many choices of how you can take your Social Security benefits. I want to address three key terms today. I am not going to go into a long detailed explanation of these terms, however, it is important you have an idea of what they are . . .