Have you left your job or retirement plan behind? Do you have more than one stray 401k? How about a handful of IRAs that you’ve collected over the years? It may be time to pull all those loose ends together.
Certified financial planner practitioner Joe Bert says the most common mistake people make in retirement planning is taking Social Security too early. He busts myths and breaks down the costs of taking benefits early.
Certified financial planner practitioner Joe Bert explains why it’s never a good idea to put your children’s names on deeds or bank or investment accounts.