Ice and Fire and Estate Planning
HBO’s fantasy show “House of the Dragon” shows us how important estate planning can be in our real world.
The Best Interest » Archives for 2024 »
2024
The Crushing Cost of Conservative Retirement Planning
If you’re not careful, conservative assumptions could lead you to work for decades longer than you need to.
Should You Take Social Security Early and Invest It?
What if you take Social Security at age 62 and achieve amazing investing returns? Does the math work in our favor?
10 Simple “CFP Topics” You Want to Get Right
Despite the complexity of financial planning, many professionals still focus on “common issues” that you should be getting right, too.
Do You Have a “Deeper Yes?”
Looking to make a change in your life or finances? Saying “no” becomes much easier when you have a “deeper yes.”
“When Should I Take Social Security?”
We provide background information on Social Security math and discuss a few common heuristics to help you with your Social Security planning.