Social Security Claiming: The Case of the Public Pension
By John ManganaroPension income can complicate the planning picture, especially if the employer didn't pay into Social Security.
January 30, 2024
Case Study: When Should This Divorced Widow Claim Social Security?There is nothing simple about Social Security claiming. In this scenario, our experts run the numbers.
March 17, 2022
When Talent Arrives by an Unconventional PathThere are hidden gems when looking behind several resumes. Here's one example.
August 19, 2020
What's a Pro Sports Coach to Do in a Pandemic? Talk to an Advisor, of CourseHarman Wealth Management's managing director told ThinkAdvisor about working with MLB and NFL coaches — and another client whose needs went beyond financial planning.
July 08, 2020
An Advisor's Dilemma: Millennial Investors Who Won't ListenRose Swanger of Advise Finance tells ThinkAdvisor tales of two couples: one who listened to her and did OK, and another that didn't and paid the price.
June 25, 2020
A Flight Attendant's Dilemma: Take a Pay Cut or Retire Early?Campbell Wealth Management's CEO tells ThinkAdvisor how his firm helped a client whose employer gave her a hard choice.
June 18, 2020
How an Advisor Helped a Laid-Off Marketing ExecJane DeLashmutt O'Mara of FBB Capital Partners tells ThinkAdvisor how she helped the client reorganize her finances.
June 11, 2020
How an Advisor Saved a Winemaker From Disappointing His WorkersKarin Alvarado of New Aspect Financial Services also tells ThinkAdvisor about helping a foster care facility avoid layoffs.