[MarketWatch] Going Back To Work After You Start Claiming Social Security Could Cost You. How To Know If It’s Worth It…

Is going back to work after starting Social Security a smart move — or a costly mistake?

Many retirees don’t realize that returning to work could temporarily reduce their benefits. But does that mean you shouldn’t do it?

In this eye-opening article, RichLife Advisor Brad Anderson breaks down the rules, realities, and reasons why going back to work might still make financial sense — even if you’ve already claimed Social Security.

[Kiplinger] Tactical Roth Conversions: Why 2025 – 2028 Is A Critical Window For Retirees

𝗪𝗵𝗮𝘁 𝗶𝗳 𝘁𝗼𝗱𝗮𝘆’𝘀 𝗹𝗼𝘄 𝘁𝗮𝘅 𝗿𝗮𝘁𝗲𝘀 𝗮𝗿𝗲 𝗺𝗼𝗿𝗲 𝘁𝗲𝗺𝗽𝗼𝗿𝗮𝗿𝘆 𝘁𝗵𝗮𝗻 𝘆𝗼𝘂 𝘁𝗵𝗶𝗻𝗸?

The One Big Beautiful Bill (OBBBA) extended current tax brackets, but with the national debt adding $1.7 trillion over the next decade and history showing us that debt-to-GDP ratios this high typically lead to higher taxes, savvy retirees are using tactical Roth conversions now — before this window closes.

Here’s a strategy that could make sense depending on your goals…
Read my full analysis at Kiplinger

RichLife Advisors Ranks No. 2813 on the 2025 Inc. 5000 List of America’s Fastest-Growing Private Companies

RichLife Advisors, a retirement planning firm in Gainesville GA, has earned the No. 2813 spot on the 2025 Inc. 5000 list, marking its debut on the prestigious ranking of the fastest-growing private companies in America.

[Investor’s Business Daily] Signs That A Pre-Retiree’s Financial Plan Has Weaknesses

Spot hidden risks in your retirement plan. Learn key warning signs, smart tweaks, and how to secure confidence for the road ahead. Investo’s Business Daily

[Kiplinger] How One Widow Nearly Missed Out on $213,000 in Social Security

Losing your partner often means losing 30% to 50% of your household income. This financial adviser emphasizes that planning ahead and understanding the rules surrounding survivor benefits can help.

[Money Tree Investing Podcast] What 96% of People Get Wrong About Social Security Planning

Get ready to dive into the often misunderstood world of Social Security planning. Beau highlights how only 4% of people claim their benefits in a way that maximizes lifetime value. We discuss why Social Security is so confusing: its overly complex rules, lack of personalized advice from the SSA.

Beau Henderson Releases “Social Security Clarity 2025 Edition” Amid Critical Changes to Retirement Benefits

Beau Henderson Releases “Social Security Clarity 2025 Edition” Amid Critical Changes to Retirement Benefits

He joins a growing group of financial professionals who have earned the Certified Financial Fiduciary® designation and can immediately and clearly demonstrate how they practice a fundamental obligation to always put their clients’ best interest first.

[Senior Planet from AARP] Should You Unretire?

The rise of ‘unretirement’ reveals a shifting perspective on life after careers. A recent T. Rowe Price survey shows that while some return to work for financial reasons, nearly half choose to re-enter the workforce for social and emotional fulfillment. Financial advisor Beau Henderson emphasizes the importance of comprehensive planning beyond finances – considering hobbies, relationships, and personal interests. The key is understanding that retirement isn’t one-size-fits-all; it’s about finding what brings you lasting confidence and purpose.

[CW FOCUS ATLANTA] National Financial Planning Month

What would true financial confidence feel like for you?

Had a fantastic conversation with Keisha Lancelin of CW Focus Atlanta earlier this month about smart financial planning strategies.

[FOX 5 WAGA] Interest Rate Hike – A Balancing Act

[FOX 5 WAGA] Interest Rate Hike – A Balancing Act This week the Fed raised interest rates again, for the fourth time this year, in an effort to cool off record-high inflation. Is it going to work? I spoke with Good Day Atlanta’s Dana Fowle FOX 5 yesterday about what’s going on with the economy […]