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STA In The News

AM740 KTRH NewsRadio
There’s a simple reason why you should wait to retire

You hear retirement planners say you should wait until age 70 to start taking Social Security. The reason for that is simple; money. Elena Sharma at STA Wealth Management says we’re talking an additional eight-percent per year after age 66.

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NewsRadio 740 KTRH
Social Security: The Benefits of Waiting

Elena Sharma at STA Wealth Management says were talking an additional 8% per year after age 66. “Lets say you if your monthly benefit is around $3,000 per month at your full retirement age, if you delay to age 70 you may be able to achieve almost $11,000 more per year at age 70” -Elena Sharma, CFP®, RICP®.

“Sharma says especially if you expect to live into your 80’s your talking about quite a bit more money over the lifetime of the benefits. If you’re still working when you begin taking social security it will be taxed as income.” – Scott Crowder, News Radio 740 KTRH

Elena’s Interview by Scott Crowder of News Radio 740 KTRH

 

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RIA Intel
How to Talk to Clients About Asset Allocation and Truly Be Understood

Advisors take investment selection strategies for granted. But for some clients this advice can sound like a different language. Advisors may live in a 60/40 world. But clients don’t.  The long-standing hypothetical allocation between stocks and bonds (or some twist on that ratio) is said to bring the proper balance of portfolio risk and reward. Yet what should an advisor do when a client has her own view of risk exposure?

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MarketWatch
What comes first? The home or the retirement account?

After 13 years of marriage and renting, David Teicher, 34, and his wife decided to take a break from retirement saving so they could buy a home. It had always been a goal of theirs, but they needed a little more free cash to make it happen.

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CNBC
Here’s what to do if US-China trade war ignites layoffs

The best time to prepare for being let go is while you’re still punching in at work. While employment overall has been rosy — the unemployment rate went down 20 basis points to 3.6% in April, according to the U.S. Bureau of Labor Statistics — signs of job cuts are emerging.

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Kiplinger.com
What to Do If You Have to Retire Early

Early in his career, Drew Parker’s goal was to retire at age 57—or at least be financially prepared to quit working by then. But three years ago, at age 55, his retirement came sooner than expected when his employer, Nordstrom, restructured and offered him a buyout.

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Houston, TX 77024

Phone:

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Sugar Land, TX 77478

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