Columns/Opinions

PSA: Match your financial goals with the right strategies

You may have multiple financial goals – and each requires a specific investment strategy.     But all of these strategies should follow a similar process, so it’s important to take the right steps at the right time.     First, define each of your goals.

PSA: Don’t be surprised by Social Security taxes

When you apply for your Social Security retirement benefits, you need to think about how much you want to be withheld for taxes.     Many people overlook this issue – only to face an unpleasant surprise at tax time, because Social Security benefits may be added to taxable income.