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September 2015

by Rick Foster There is a lot of confusion about Social Security today and the confusion is well deserved. For a married couple there are 81 different combinations on how and when to take benefits and when you add in some of the different strategies, the...

By Richard W. Jackson, CFP®, CRPC, Principal Schlindwein Associates, LLC     Having enough resources to maintain one’s lifestyle throughout retirement is a major concern for most retirees. Social Security income can play a vital role in enjoying a comfortable retirement. With this in mind, the following provides a brief history...

By Rick Foster   Putting money in a 401(k) is the right thing to do, isn't it? Yes! No! Maybe? Surprisingly, the answer to that question may not be as simple as it seems. What is a 401(k)? In the late 1960s due to market volatility and the realization...

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