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Strategies To Optimize Your Social Security Benefits
By Allen Neuenschwander, CPA, CFP® and Michael Neuenschwander, CPA, CFP® Social Security benefits are an important piece of your retirement puzzle, and deciding when to start taking Social Security payments depends on a number of factors that should not only be considered individually, but should be evaluated on how they work together. We make an…
Read MoreTop Financial Fears That Affect Women
Financial fears can paralyze anyone from making a decision about money, but for many women, money matters are particularly terrifying. In fact, according to a GOBankingRates study, women are more likely than men to name “living paycheck to paycheck” as their number one financial fear versus just 17 percent of men.1 So, why all the…
Read MoreThe Value Of An Objective Opinion
By Allen Neuenschwander, CPA, CFP® and Michael Neuenschwander, CPA, CFP® Have you ever lost sleep over your finances? If so, you aren’t alone. With market volatility, an uncertain economy, life challenges, and just day-to-day financial stress, it’s easy to feel overwhelmed. That’s why many people turn to a financial professional to carry some of the…
Read MoreTax Strategies For Retirement: Buckets Create Tax Choices
By Allen Neuenschwander, CPA, CFP® and Michael Neuenschwander, CPA, CFP® Federal Appeals Court Judge Billings Learned Hand was a judge and judicial philosopher who aptly proclaimed, There are two systems of taxation in our country: one for the informed and one for the uninformed. In our work as CPAs and CFP™ professionals, we would agree…
Read MoreStress-Test Your Retirement
By Allen Neuenschwander, CPA, CFP® and Michael Neuenschwander, CPA, CFP® In the good ole days, when your car was on the fritz, your mechanic needed trained eyes and ears to figure out the problem. Today, with engines and systems that are much more complex, mechanics rely on computers and advanced software to properly diagnose hidden…
Read MoreDesigning Your Fiscal House To Weather The Elements
By Allen Neuenschwander, CPA, CFP® and Michael Neuenschwander, CPA, CFP® Building a strong, sustainable retirement income portfolio is a lot like building a weather-resistant home. The overall strength of the house is dependent on how well its components (foundation, walls, floors, and roof) work together as a singular element. That has to be planned before…
Read MoreUnderstanding Inflation in 2021: What Investors Need to Know
Following a year of economic instability, it appears that many of us are turning our attention to something that’s been around for decades, but has recently piqued national interest – inflation. In fact, a recent study found that people are Googling the…
Read MoreApril Is Financial Literacy Month. Do You Have These 5 Finance Basics Down?
Working with a trusted financial professional is important when it comes to strategizing and preparing to meet your financial goals. But as most of us handle money on a daily basis, it’s important to have an in-depth understanding of the fundamentals…
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