by AIO | Sep 12, 2019 | Retirement Planning
Many couples will need to adjust their retirement plans because of two big changes affecting Social Security benefits. Because of Congress’ November, 2015 budget deal, two popular claiming strategies are coming to an end. The “file and suspend” and the “restricted... 
by AIO | Sep 11, 2019 | Financial Advisors, Podcast, Retirement Planning, Spending
https://media.blubrry.com/financialplanner/aiofinancial.com/wp-content/uploads/2016/09/38-cost-of-having-kids-podcast.mp3Podcast: Play in new window | DownloadThe Cost of Raising Kids – what to expect The amount you spend will vary based on several factors including:... 
by AIO | Sep 11, 2019 | Podcast, Retirement Planning
In this podcast I will answer the question: How can I maximize my Social Security benefit? The video for this episode is at: http://youtu.be/-kNQoao-P6c our YouTube channel is video channel Social Security can be an important part in a persons... 
by AIO | Sep 11, 2019 | Podcast, Retirement Planning, Taxes
https://media.blubrry.com/financialplanner/aiofinancial.com/wp-content/uploads/2015/08/ira-distribution-penalty-free-Podcast.mp3Podcast: Play in new window | DownloadIn this podcast I will answer the question: How can I get money out of my IRA before age 59.5... 
by AIO | Sep 8, 2019 | Podcast, Retirement Planning, Spending
https://media.blubrry.com/financialplanner/aiofinancial.com/wp-content/uploads/2017/11/Inflation-audio.mp3Podcast: Play in new window | DownloadThe Impact of Time and Inflation on Financial Plans Preparing for retirement requires careful planning. What you need to... by AIO | Sep 8, 2019 | Investing, Retirement Planning
When you leave an employer with a 401k, we recommend that you roll your 401k into an Individual Retirement Account (IRA). Here are three reasons why: 401k plans usually have very few investment options, many times less than 20. In an IRA, you have thousands of...