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Claiming Social Security: Sooner or later?
How soon to claim Social Security benefits is essential in retirement planning. Steve Giles offers pros and cons to weigh.
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Past Articles
Summer help
Over the years, Landaas & Company has employed paid internships to help students learn more about financial advising and investments. So far, three former interns – Adam Baley, Kyle Tetting and Isabelle Denton – have graduated to permanent positions and continue contributing to Landaas & Company – and its clients. College interns for the summer…
Online, en garde
By Joel Dresang Federal authorities have reported a spike in cases of investors losing money through compromised email accounts. A joint alert from the FBI, the Financial Services Information Sharing and Analysis Center and the Internet Crime Complaint Center says criminals attempted to transfer $23 million in total from investor accounts at various financial institutions…
Dining suggestions
Professionals at Landaas & Company are licensed to provide financial advice. But often we’re asked where to get a bite to eat within walking distance of our downtown Milwaukee offices. Feel free to ask us while you’re visiting, but in case you want to plan ahead, here are some suggestions (Click the name for details.):…
College Finance
Some common vehicles for helping cover higher education costs: Coverdell Accounts Tax-deferred investment growth for education expenses Pros – Can be used for K-12 costs too, wide investment choices Cons – non-deductible contributions limited to $2,000 a year, restricted to income limits ($110,000 for a single tax filer; $220,000 for a married couple in 2015)…
Talking Money: Correlation
To foster financial literacy, our weekly podcasts regularly feature discussions on common terms and concepts used in personal finance and investing. Here’s an edited transcript of a conversation with Bob Landaas and Brian Kilb. Bob: Correlation is the movement of asset prices relative to other asset prices. If an asset class has a high correlation with…
Balance for safety
By Adam Baley My wife recently shared with me a conversation she had with a first grade student who asked her, “What does your husband do?” She replied, “He helps people with their money.” The student thought for a moment and said, “He must help people keep their money safe.” I was delighted at the…