Archive for April, 2017

MAKE SURE YOU ARE WELL INFORMED ABOUT BOTH SOCIAL SECURITY AND MEDICARE BENEFITS

April 21, 2017

MAKE SURE YOU ARE WELL INFORMED ABOUT BOTH SOCIAL SECURITY AND MEDICARE BENEFITS

  • Get educated ahead of time
  • If you are already collecting, review your and your spouse’s benefits
  • Notify Medicare and Social Security if there is a change of circumstances to get benefits updated

Watch the related WEALTHTRACK episode.

FRANKLIN & VOTAVA: MAXIMIZING SOCIAL SECURITY

April 21, 2017

MAXIMIZING SOCIAL SECURITY

Strategies for claiming Social Security can be tricky for anyone, but they are especially difficult for same sex couples. According to Social Security guru, Mary Beth Franklin anyone born on January 1, 1954 or earlier can take advantage of a strategy called filing for spousal benefits. If one spouse is collecting social security, the other can claim half of those benefits starting at age 66, let their own benefits keep growing by 8% a year and then switch to their own maximum benefits at 70. The same applies to divorced people as long as they were married for at least 10 years. Since same sex marriages were only legally recognized recently where does that leave them?

Watch the related WEALTHTRACK episode.

Hougan: ETF Dominance?

April 14, 2017

This page is here for technical reasons. Please click here for the episode page.

CONSIDER ADDING SOME ETFs TO YOUR PORTFOLIO

April 14, 2017

CONSIDER ADDING SOME ETFs TO YOUR PORTFOLIO

  • Low cost, tax efficient, transparent
  • Represent every asset class:Stocks, bonds, commodities alternatives.

“From micro to mega caps, from Argentina to Vietnam, from Treasuries to junk bonds and from aluminum to wheat…”
– Matt Hougan

Watch the related WEALTHTRACK episode.

HOUGAN: ETF WAVE

April 14, 2017

ETF WAVE

How did Matt Hougan identify exchange traded funds as the wave of the future long before they became a booming investment industry?

Watch the related WEALTHTRACK episode.

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