Estate Planning at Different Stages of Life

By Kevin Reardon CFP® Different Life Stages Require Different Types of Estate Planning When I started my career, there was an overriding belief that Estate Planning was just for ‘rich people.’ As the years progressed, the industry recognized that ‘old people’ are prime candidates for planning too.  I could write a satirically funny article on how…

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When Should I Start Taking Social Security?

By Kevin Reardon CFP® We are asked this question more than any other.  Like most things in life, there is no perfect answer. However, there are guidelines and considerations in making this decision.  First, let’s review the basics. Social Security Basics The earliest that a Social Security benefit can be started is age 62, with the latest…

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