In the news – When should you apply for Social Security?

Amy Buttell, a  freelance writer and editor, tackled the complex issue of when to claim Social Security Benefits in an article for Bankrate.com.  I provided background information and am quoted in the article. “Retirement planning is complicated, beginning with the decision about when to begin taking your Social Security benefits. On one hand, if you […]

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In the news – Oregonian annuities article

Brent Hunsberger, the personal finance columnist for The Oregonian, tackled the often complex topic of annuities in his Sunday column.  My take: immediate annuities have a role in retirement income planning.  However, it’s important to understand the embedded costs and  “apples to apples” cash-equivalent yield of a variable annuity with a Guaranteed Lifetime Income Benefit […]

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