Continuing our discussion on Social Security, Kim Scott dives into the basics for married couples. What options do you have? What is the appropriate time frame for taking benefits? […]
Kim Scott breaks down options for Social Security for singles in this week’s Technical Tuesdays video. She explains when singles can file for benefits, and how to decide when […]
Social Security Basics are important to know as we approach retirement. When to take Social Security is a difficult decision that most Americans will have to make. In Part […]
How does the FSA Safety Net® work? Ron Rough, FSA’s Director of Investment Management continues our discussion about the FSA Safety Net® and how FSA uses this tool to […]
How does FSA use the FSA Safety Net® to protect client portfolios from sustained downward trends? Ron Rough, FSA’s Director of Portfolio Management, explains our process in part one […]
FSA’s investment philosophy is based on 2 key concepts: Follow the Money Have an Exit Strategy. In this video, Ron Rough, FSA’s Director of Portfolio Management explains how FSA […]
the roth ira vs. the traditional ira What is the difference between a Roth IRA and a Traditional IRA? In this week’s episode of Technical Tuesdays, Kim Scott, CFP®, FSA’s Director […]
“Follow the Money” is the first principle of FSA’s investment approach. In this week’s episode of #TechnicalTuesdays, Ron Rough, FSA’s Director of Portfolio Management, explains what “Follow the Money” […]