Five Social Security myths debunked

by Justin Knapp | Dec 8, 2016 | Financial Articles

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… Written/Published By: Fidelity...

Save clients from costly RMD aggregation mistakes

by Justin Knapp | Dec 8, 2016 | Financial Articles

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 taking RMDs from their own, non-inherited accounts, the question arises as to which of...

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

by Justin Knapp | Dec 8, 2016 | Financial Articles

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. Not only do these seniors enjoy among the world’s highest life expectancies, they also benefit from more healthy...