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Steve Coker, CFP
- Sep 30, 2019
- 3 min
Social Security: Why you should wait
Filing for Social Security too early is one of the biggest mistakes that retirees make. While it is tempting to file early to receive a little extra cash a little sooner, taking an early benefit will result in a reduced benefit for the rest of your life. For most retirees it is better to let the portfolio bridge the gap, allowing Social Security to grow. While the final decision should be made within the context of your financial plan and your specific health situation, th
Steve Coker, CFP
- Sep 23, 2019
- 3 min
4 Tax Benefits for California Retirees
It is popular to criticize California for its high taxes, and rightfully so. Californian’s enjoy one of the highest income tax rates, highest sales tax rates, highest fuel tax rates, and more, which is why many retirees choose to leave the state. Nonetheless, for those of us who choose to stay and retire here, there are a few tax laws that help ease the pain in a state where both costs and taxes are near the top. Here is a list of four tax benefits that can really matter f
