Insights | Financial Advisor Tim Hayes

Key Rules for Maximizing Your Social Security Benefits

Summary: Social Security and Medicare are the cornerstones of most retirement planning strategies. Social Security provides an income stream that you cannot outlive, while Medicare provides health insurance when you are most likely to need it. Understanding how ...

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The U.S. Stock Market’s Overvaluation Concerns in 2024

Summary: Learn how the US stock market compares to historical highs and get expert advice on smart investment strategies to maximize returns and minimize risks.

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Stanford University Center on Longevity Social Security Study: Key Strategies and Recommendations

Summary: Looking for the most effective retirement income strategy? Stanford University's Center on Lonevity recommends delaying social security until age 70 and withdrawing annually from your IRAs or 401ks based on the IRS's minimum requirement tables. Learn more ...

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Retirement Planning for Educators: 403(b) and 457 Plans Explained

Summary: Public school educators, including university professors and administrators, can save more pre-tax than any other public or private-sector employee.

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Campbell Harvey’s Inverted Yield Curve Predictor: A Reliable Indicator of Recession

Summary: Discover Professor Campbell Harvey’s research on how the inverted yield curve predicts future recessions, specifically focusing on the three-month treasury bill and the ten-year treasury bond. Explore the history of his research and why this indicator ...

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Fee-Only Financial Advisor Fee-Based Advice

Summary: After the introduction of a new rule from the Securities and Exchange Commission (SEC), with a new interpretation from the Department of Labor (DOL) of an old law, the Employee Retirement Income Security Act (ERISA), there is ...

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