Crucial Retirement Planning Milestones: What Happens at 59½ and 70½?
July 19, 2017
by: Cassandra Laymon, CFP®, MBA Financial planning is a little more straightforward in the accumulation phase, which means the years that you are working and saving for retirement. Once you’ve…
Recent Changes to Your Social Security Benefits
February 18, 2016
There has been a lot of confusion over the new Social Security claiming rules set forth in the Bipartisan Budget Act of 2015. Here is what you need to know.…
003 – Savvy Social Security Planning
September 08, 2015
In this episode, Cassie and Rick Laymon answer important questions about Social Security Planning and share how Social Security is the foundation for a solid retirement income strategy. Questions include: Will…