Crucial Retirement Planning Milestones: What Happens at 59½ and 70½?

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…
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Recent Changes to Your Social Security Benefits

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.…
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003 – Savvy Social Security Planning

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…
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