Determine How Much You Need

Transitioning into Retirement: The Steps You Need to Take

Alex Assaley, AIF®

Alex Assaley, AIF®

Blog Post

You've been working your whole life. You've been (hopefully) saving up for that time when you're no longer trudging through your daily routine of early mornings, work, kids, errands, etc., and can finally bask in the glow of all those years of hard work. But how will this transition actually play out? How do you even begin? As exciting as it is to reach this point in life, it's understandable if it's slightly intimidating. No matter what your retirement dream looks like, it's important to take the necessary steps to ensure you can live comfortably.

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The Budget Deal & Social Security: We Weigh in on the Changes

As you may have heard, President Obama signed into law the Bipartisan Budget Act of 2015 that, apart from averting a catastrophic default and delaying further arguments regarding federal spending, makes some drastic changes to the way people can claim their Social Security benefits. While we are still piecing together the full picture, essentially the process known as "file and suspend" will no longer be available. 

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Update: New Bill Affects Social Security Claiming Strategies

Alp Atabek, AIF®

Alp Atabek, AIF®

Blog Post

As you may know, President Obama recently signed the Bipartisan Budget Act of 2015 into law. Among other things, this two-year budget deal contains several provisions designed to close perceived loopholes in social security claiming strategies. Those most likely to be affected by this legislation are individuals who have yet to claim their benefits and who planned to employ the file-and-suspend/restricted spousal application strategies.

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