Monthly Archives: December 2014

Wednesday, December 30, 2014 | Joe Alfonso, GoLocalPDX Contributor Deciding how spouses should coordinate their Social Security claiming decisions when both are eligible for retirement benefits is a complicated planning challenge. I recently responded to a reader question in this...
Continue Reading →
Wednesday, December 17, 2014 | Joe Alfonso, GoLocalPDX Contributor Morningstar, the Chicago-based mutual fund rating firm, recently reported on the 2014 performance of various funds (“The Winners and Losers of US Equity Funds in 2014”). One of the funds listed,...
Continue Reading →
Wednesday, December 10, 2014 | Joe Alfonso, GoLocalPDX Contributor I welcome reader questions and will post responses in periodic columns. Here are some recent questions and my answers....
Continue Reading →
Wednesday, December 3, 2014 | Joe Alfonso, GoLocalPDX Contributor I recently met with a gentleman, whom I will call Fred, whose situation illustrates the unique Social Security planning opportunities available around Family Benefits. Fred is 68 and remarried later in...
Continue Reading →