Why Invest?

Why Invest?

In this episode, we discuss: the many reasons you should invest Investments can be used for: 1. Retirement or financial independence, when you no longer need to work. This is a primary objective for many people to be able to replace their income (or spending needs)...
SECURE Act – RMD Changes

SECURE Act – RMD Changes

https://media.blubrry.com/financialplanner/aiofinancial.com/wp-content/uploads/2019/12/Secure-Act-New-RMD-Rules-PODCAST.mp3Podcast: Play in new window | Download The SECURE (Setting Every Community Up for Retirement Enhancement) Act of 2019 (the “Act”), which notably...

Social Security – Double Dip

File and SuspendIf you are at your full retirement age (FRA), you can continue to work and suspend your benefit so your current spouse can collect a spouse’s benefit and you and earn delayed retirement credits (DRCs) which increase your Social Security benefit. The...