Posts By: fleecingcentral

8 Dec 2016 No Comments

Five Social Security myths debunked

Getting your arms around Social Security can be pretty complicated. Misinformation, partially informed opinions, and complex benefits formulas can easily lead one down an incorrect—and costly—path. Read Full Article Here… […]

8 Dec 2016 No Comments

Save clients from costly RMD aggregation mistakes

When it comes to taking required minimum distributions, the source matters. Many clients have more than one retirement plan or account. When they reach age 70½ and have to start […]

8 Dec 2016 No Comments

Why a full-stop retirement is not the best way to go

Okinawa is a chain of islands off the coast of Japan and is home to some of the healthiest seniors on the planet, with many living past the century mark. […]

22 Nov 2016 No Comments

3rd Quarter 2016 IWM Market & Economic Review

Third quarter 2016 IWM Market & Economic Review Newsletter (click here for PDF).

22 Nov 2016 No Comments

3rd Quarter 2016 IWM Insights Newsletter

Third quarter 2016 IWM Insights Newsletter (click here for PDF).

22 Nov 2016 No Comments

3rd Quarter 2016 IWM Market Analysis

Third Quarter 2016 IWM Market Analysis PowerPoint presentation (click here for PDF).    

21 Oct 2016 No Comments

How Not To Evaluate Investment Performance

Don’t assess your investment performance… Over the wrong time frame. Without proper perspective. Expecting to outperform every year. With an expectation that corrective action is always required. Read Full Article […]

21 Oct 2016 No Comments

Lower Your Tax Bill With Year-End Planning

By planning ahead and taking advantage of these time-proven tax strategies before year-end, you may be able to lessen your tax bite come April 15. Read Full Article Here…

21 Oct 2016 No Comments

How to Improve Your Retirement Income if You Haven’t Saved

Many Americans are ill prepared for retirement, so they will have to rely more on Social Security. But near-retirees have some ways to improve their retirement math. Read Full Article […]

22 Sep 2016 No Comments

How much money should you leave when you die?

Here is a great story and discussion about a 77-year librarian who left his entire $4 million estate to his alma mater, which is also where he worked. Read Full […]