FINANCIAL EDUCATION & RESOURCES

Tag: sarasota CFP

Retirement planning, investing, fee-only fiduciary advice, wealth and tax strategy from Byron Studdard, CFP® — written in plain language.

How to Choose a Fee-Only Advisor You Can Trust
Retirement Planning

How to Choose the Right Financial Planner

Why Working with a Fee-Only Fiduciary CFP® professional Can Help Protect Your Retirement “The best investment you can make is in knowledge.”— Warren Buffett If you needed heart surgery, would you ask your family doctor to perform the operation? Probably not. You would likely seek out a heart surgeon—someone with specialized

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Retirement Planning at Studdard Financial
Retirement Planning

Defy conventional wisdom in your retirement planning

Defy conventional wisdom in your retirement planning Most Americans fail to save and invest accordingly for retirement. By Byron L. Studdard, CFP ABC News August 4, 2017, 2:41 PM — Putting away money for retirement is so difficult for many people that they fail to focus on how fast they’ll spend it

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A couple in their early sixties review retirement paperwork together at their kitchen table while weighing whether to claim Social Security at age 62
Retirement Planning

Should You Collect Social Security at Age 62?

Many people are in a headlong rush to claim their Social Security benefits as soon as possible but, depending on their situation, this haste may be making waste. Precisely when you should claim these benefits is a complex question. The answer depends on various personal factors and running the numbers to

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