Blogs by John

John A. White

Should I File for Social Security at Age 62 or Wait Until Age 70?

Regarding Social Security benefits, one of the most critical decisions you'll face is when to start claiming them. The age at which you...

John A. White

7 Retirement Myths Debunked

Retirement is a significant milestone that many of us look forward to. It's a time when we can finally leave the workforce behind and enjoy

John A. White

Is an Annuity the Right Investment for You?

Annuities are financial products that offer a unique combination of benefits, making them a popular choice for retirement planning. However,

9 views

John A. White

The Ins and Outs of Roth IRA Conversions: Good vs. Not-So-Good Reasons

Roth IRA conversions have become a popular topic among investors seeking to optimize their retirement savings strategy. The opportunity...

John A. White

Managing ”Sequence of Returns Risk” in Retirement

Retirement is supposed to be a time of relaxation and enjoying the fruits of one's labour. However, retirees face several risks that can...

John A. White

Avoiding Costly Mistakes: Navigating Social Security with Confidence

Social Security is a crucial benefit, particularly for women, who often rely on it as their primary source of retirement income. However,...

John A. White

Taking Control of Your 401(k): A Comprehensive Guide to Rollover Options

1. Understanding Your 401(k) Rollover Options When you leave a job, you gain control over the vested balance in your 401(k) plan. This...