6 serious mistakes of the newly retired

For about two years now, a class-action lawsuit has been ongoing in court, with minor league baseball players trying to get back pay based on federal and state minimum wage and overtime laws. Casto points out that a number of things might happen in your life. Source: 6 serious mistakes of the newly retired

Will Social Security Fix Its Mistake That May Be Costing You Tens of Thousands?

On November 2, 2015 the President signed the Bipartisan Budget Act of 2015, which dramatically changed Social Security’s future treatment of spousal benefits. I say “future” because the bill included important grandfathering provisions. I know these provisions very well because I may have had a hand in getting them added […] Source: Will Social Security […]

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“DaVinci Wealth Radio – November 14, 2015 – Changes to Social Security”
by Darren Vilardo

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DaVinci Wealth Radio - November 14, 2015 - Changes to Social Security

DaVinci Wealth Radio – November 14, 2015 – Changes to Social SecurityThis show highlights the recent changes to Social Security claiming strategies as a result of the Bipartisan Budget Act of 2015.

Darren discusses the changes Congress enacted and the President signed into law which affect “File and Suspend” as well as restricted benefits.  These claiming strategies were previously used by couples seeking to enhance retirement benefits.  While perfectly legal some of these strategies were looked as gaming the system.  Congress is looking for ways to cut benefits, like this take away of sophisticated benefits strategies, without actually taking away or reducing payouts on Social Security.

 “RETIREMENT PLANNING 101”

Join Darren Vilardo of DaVinci Wealth for this FREE workshop and learn

 

  •  5 critical mistakes retirees make and how to avoid them
  •  How to protect your retirement lifestyle
  •  Costly mistakes you and your advisor make when choosing investments.

 

Tuesday December 8th at 10:00 am

Adult Center of Prescott

In the Rowle P. Simmons Community Center

1280 East Rosser Street

Prescott, AZ 86301

Date: December 8, 2015
Time: 10:00 am
Event: Retirement Planning 101
Topic: Retirement Planning 101
Sponsor: DaVinci Wealth
(928) 237-3411
Venue: The Adult Center of Prescott
Location: 1280 E. Rosser Street
Prescott, AZ 86301
Registration: Click here to register.
More Info: Click here for more information.

Social Security- What Changed?

Congress clamps down on claiming strategies to game system... President signs off. Step one in benefit reduction?

Social Security- What Changed? So while you and I were sleeping, the Congress more than likely changed your retirement plan significantly! The federal government passed into law November 2nd, the Bipartisan Budget Act of 2015. This new law ends some Social Security filing strategies that have been frequently used by retirees. How does this new […]