Strategies for Claiming Social Security Benefits

When to claim social security is a very personal choice, so it’s important to consider not only your monthly retirement benefit, but also your overall financial picture. There is no “one size fits all” solution to claiming Social Security benefits. As with other matters surrounding your retirement, it’s critical to know your options and test various scenarios before making any major decisions.

Five Frequently Asked Questions About Saving For Education

There are many factors to consider when saving for future education costs—the time between now and when the funds are needed, risk tolerance of the investor, investment preference, and individual tax situation. It may be obvious, but we always recommend saving for education as early as possible in a child’s life, so that there’s a more sizable time horizon for the money to grow.