April 2012

Make Your Portfolio Last Longer: Delay Social Security Benefits

Submitted by Weingarten Associates on April 11th, 2012

There is a new study that illustrates how Social Security claiming decisions impacts the longevity of a financial portfolio. As many of our clients know, I have been preaching the benefits of delayed Social Security benefits.

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Year End Tax Planning Amid Possible Tax Reform

As many of you know there is much discussion in Washington these days about possible tax reform. I emphasize possible since nothing is definite and it may not be definite until after the first of the year.

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