Posts by Owen

As the year comes to a close, it’s easy to focus on the holidays and lose track of your finances. But for those approaching or already in retirement, the final few months of the year can be an important time for year-end financial planning.

For many Americans, Social Security is the largest source of income in retirement. Despite that, there is still a lot of confusion about how benefits work. Basing your claiming strategy on bad advice can lead to lower lifetime benefits and unexpected taxes. Here are five common Social Security myths you should understand before claiming benefits.

Deciding between a pension and a lump sum can be one of the biggest financial decisions you'll face heading into retirement. There isn’t a one size fits all answer, but there is a framework that can help you decide with confidence.

Retirement planning often focuses on a date or a dollar amount. But retirement itself is a major life transition. The most successful retirements aren’t just well funded. They’re well thought out.

It’s important not to let your short-term goal of winning the race cloud your judgment, when your real objective is winning the regatta.