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Social Security Timing Strategies

Social Security Timing Strategies

Posted on January 16, 2020

Presented by Kris Maksimovich, AIF®, CRPC®: The most common questions individuals have about social security strategy include the following: Why should I delay my retirement benefit? Why should I consider spousal benefits? How can I maximize my spouse’s survivor benefits? The information below is designed to help guide you through the answers to these questions.

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Compound interest depicts white piggy bank on table.

The Powerful Effects of Compound Interest

Posted on January 9, 2020

Presented by Kris Maksimovich, AIF®, CRPC®: Getting an early start on your retirement savings may end up being the best financial move you can make for yourself and your family. Thanks to the power of compound interest, you have the opportunity to make your money work for you and grow exponentially on a tax-deferred basis.

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Reverse mortgage photo depicts a knitted house sitting on a tree stump.

Reverse Mortgages

Posted on January 6, 2020

Presented by Kris Maksimovich, AIF®, CRPC®: A reverse mortgage is a loan that can provide the homeowner (i.e., the borrower) access to the equity in his or her home without the burden of monthly mortgage payments. Borrowers do not have to repay the loan as long as they continue to live in the house. The

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