Gregory W Swanson, Ltd

05/01/2025

https://www.cnbc.com/2025/04/29/should-you-wait-to-claim-social-security-heres-what-experts-say.html

Waiting until age 70 to claim Social Security provides the biggest checks in retirement. But it can sometimes make sense to claim earlier. Here's what to know.

02/05/2025

https://finance.yahoo.com/personal-finance/investing/article/how-much-should-i-contribute-to-my-401k-183959202.html

Here's what the experts say on how much you should contribute to your 401(k). Plus, stay on track with recommended 401(k) balance milestones by age.

02/04/2025

Get your tax paperwork to me in February and I provide $50 early-in discount.

12/10/2024

https://finance.yahoo.com/personal-finance/banking/article/end-of-year-money-moves-204612944.html

There are several steps you can take to improve your finances and start the new year off right. Here are nine end-of-year money moves to boost savings and reduce debt.

12/08/2024

Most retirees must begin required minimum distributions at age 73. Here's what to know before making your first withdrawal.