When it comes to Social Security, there are two things that often catch people by surprise and can make an impact on how much benefit you receive. In this post, I’m going to give you some...
Warren Buffett once said, “never ask a barber if you need a haircut.” But honestly, here at Streamline Financial we’re not salesy, and we’re not desperate to work with new clients. And actually,...
Here at Streamline, we usually model out different retirement withdrawal strategies or outcomes that could play out for our clients. Right now, we’re looking at historically low tax rates in our...
The Biden administration is proposing changes and, in this post, we’ll look at what they might mean for your retirement. The first one is only going to impact people who have assets totaling...
There’s one common mistake that people make when using a financial advisor. If you know what it is ahead of time, you’ll know:
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