Social Security and Divorce: What You Need to Know

Anyone who has been through a divorce knows the life-changing toll it takes on a person, emotionally and financially.

Attention Baby Boomers Age 59 ½ – 70 ½, Take Advantage of the “Tax Sweet Spot”

When you reach age 59 1/2, you enter what we call the “tax sweet spot”. This is when you are allowed to make withdrawals from tax-deferred accounts penalty-free… but you aren’t required to actually make those withdrawals until age 70 ½.