Written by Lyle Benson, We saw mixed results in the investment markets this quarter across the major asset classes. In the US, large cap stocks were up 1.3% for the quarter but small caps were down 1.5%.

Written by Chris Benson, Given this definition it makes sense that your financial adviser should be a fiduciary, right? You trust that person with your life savings and critical financial decisions and you have confidence they are providing advice that is in your best interest.

Written by Chris Benson, This time of year I often find myself explaining to clients what estimated tax payments are, why you need to make them and how they are calculated

Written by Lyle Benson, Income Tax Extenders, Future Tax Legislation, Investments, Estate Planning, and Retirement Planning.

Automate your future savings, Identify what's important to you, Identify spending areas that you can keep in check, Take time to think about big ticket items, and Save 50% of every bonus.

Written by Chris Benson, The first strategy is called the "file and suspend". Under this strategy, the higher-earning spouse would file and immediately suspend their benefits at FRA. Suspending their benefits allows their benefit to continue to earn the 8% increase per year but still allow their spouse to claim their spousal benefit. The second strategy is called the "restricted application", or claim now, claim more later". This allowed you to file for spousal benefits at FRA instead of their own benefit, if the spouse was already claiming their benefits.