Tag: Retirement

If Social Security Benefits are a Key Element of Your Retirement Plan, You Need a New Plan.

Mar 24, 2024

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by

Todd Weber

in Pursuing Financial Indpendence

The collision of demographics and math is coming to the welfare system. Lance Roberts It has been my firm conviction for some time that the United States Social Security System cannot be trusted as a source of income for retirement. Of course, there are many voices on all sides of the topic. Some, like Lance…
If You’re 50+ And Short On Retirement Funds, You May Need to Do More Than Save and Invest. Here’s One Idea You May Not Have Considered.

Jan 19, 2024

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by

Todd Weber

in Pursuing Financial Indpendence

A Late Start According to the 2022 Survey of Consumer Finances, the median retirement balance for people age 55-64 is a mere $185,000 (NerdWallet.com). I didn’t start saving for retirement until after a career change in my 40s. We’ve come a long way, but are still far short of where we want to be. Good,…