financial planning

5 Myths About Social Security

Submitted by Kate Hennessy on April 18, 2019

As I get older, I’ve become more curious about Social Security.  I’m in my mid 40s and I have been paying into the system since high school. Hopefully, I’m 20+ years out from claiming benefits but  given how fast life goes by, it’s never too early to start thinking about and planning for Social Security. It’s a topic that many people shy away from, but in planning for your financial future, it’s an income stream that needs to be accounted for in a financial plan.

To kick off our series of articles on this topic, I am starting with 5 myths about Social Security:

Successful Financial Habits For College Graduates

Successful Financial Habits For College Graduates

Dee Kerr, CFP®, CDFA®

It’s that time of year again-- college graduation is upon us. There could be a lot of college graduates that find themselves making personal financial decisions on their own for the first time. This can seem overwhelming and a daunting task at the start.

Successful Financial Habits For College Graduates

Successful Financial Habits For College Graduates

Dee Kerr, CFP®, CDFA®

It’s that time of year again-- college graduation is upon us. There could be a lot of college graduates that find themselves making personal financial decisions on their own for the first time. This can seem overwhelming and a daunting task at the start.

The Masters

Tiger Woods roared to life by winning the 2019 Masters – his fifth green jacket.  He last won at Augusta in 2005 and it’s his first major win in 11 years. Athletically, his win marks one of the greatest comebacks in all of sports.

Avoiding Retirement Woes

How to Avoid Retirement Woes

Avoiding Retirement Woes

How to Avoid Retirement Woes

Market Update - April 12, 2019

For the week ended April 12th, 2019 U.S. stocks gained a bit with earnings season slowly beginning and core inflation levels coming in contained.

How Training for a Marathon is like Managing Your Finances: Lesson 12

By Gary Silverman, CFP®

My attempt at a marathon had started. I was blessed by the absence of rain. Temperatures were cold, but I was dressed appropriately for it. My top layer was a windbreaker that also acted like a thermostat—I could raise and lower the zipper to cool down or warm up as conditions warranted.

How Training for a Marathon is like Managing Your Finances: Lesson 12

By Gary Silverman, CFP®

My attempt at a marathon had started. I was blessed by the absence of rain. Temperatures were cold, but I was dressed appropriately for it. My top layer was a windbreaker that also acted like a thermostat—I could raise and lower the zipper to cool down or warm up as conditions warranted.

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Damian Rothermel is an investment adviser representative of, and securities and advisory services are offered through, USA Financial Securities Corp., Member FINRA/SIPC. www.finra.org A Registered Investment Adviser located at 6020 E. Fulton St., Ada, MI 49301. Rothermel Financial Services is not affiliated with USA Financial Securities.

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