Parsec in the News
Recent Webinars
Latest Blogs
When Should You Take Social Security?
The ages between 62 and 70 are a critical time for determining how and when to take Social Security benefits. There are many options when it comes to this program, and which option is best for you will depend on your specific situation.
How Do I Apply for Social Security Benefits?
You’ve worked hard, met with your financial advisor, determined when to take Social Security and you are set to retire … now what? Many retirees get to this point and are not sure what the next steps are when applying for Social Security. Thankfully, you have three options!
To Everything There Is a Season — Is Downsizing on Your Horizon?
“To everything (turn, turn, turn) There is a season (turn, turn, turn) And a time to every purpose, under heaven A time to build up, a time to break down A time to dance, a time to mourn A time to cast away stones, a time to gather stones together” “Turn! Turn! Turn!” written by
Crafting a Retiree Health Care Plan
At the heart of life’s goals is our health. Having good health is central to all the plans we have.
How Social Security Fits Into Your Retirement Plan
Social Security is a critically important part of your overall financial and retirement plan that will be around for generations to come. The decision to claim or delay benefits should be carefully considered.
Make a Wise Investment by Investing in Good Health
Just like you have a financial plan to stay on track with spending and saving, make a plan to manage your health and hopefully reduce the impact of healthcare costs in your retirement.
Income Tax 101 for Investment and Tax Planning
With this article, I hope to equip the reader with a basic understanding of the individual income tax calculation and the use of a taxpayer’s marginal tax rate or tax bracket in investment and income tax planning.
Content Archive
Topic Archive
Whitepapers
Finding the Right Financial Advisor
If navigating the complexity of investments, insurance and estate planning is...
Portfolio Spending Illustration
This illustration shows a 5% spending from a portfolio of large...
Small-Business Succession Planning Guide
It is easy for a business owner to view the value...
Passive Vs. Active Investing
This whitepaper examines the differences, risks and benefits of passive versus...
Golf Course Guide to Medicare
This guide to the important “game” of Medicare will help...
Invest in Your Child’s Future with a 529 Plan
A 529 plan is a great vehicle to start saving for...
Why You Need a Digital Estate Plan and How To Create One
Digital estate planning is a relatively new phenomenon, having only begun...
8 Saving and Investing Principles
Here are eight fundamentals you need to learn how to save,...
Quarterly Newsletters
Retirement & The Golden Years Edition
Read our Q1 2021 newsletter where we focus on retirement and...
Debt Management Edition
Our Q4 newsletter is all about debt, including how to manage...
Finding Your Passion Edition
Please enjoy our latest quarterly newsletter where we discuss various types...
