Archive for July 2018
4 Ways Marriage Makes Your Social Security Bigger
Andrew Murdoch, President of Somerset Wealth Strategies, contributes to this article on how to make the most of your social security benefits.
Read MoreRetirement Planning for Singles: 5 Tips for Flying Solo
Somerset’s Scott Sadar contributes to this article addressing the insecurity that many single retirees feel.
Read More7 Tips to Find Effective Investment Mentoring
Executive VP of Somerset, Scott Sadar, advises investors on keeping their cool when riding the market’s ups and downs in this article by US News & World Report.
Read More7 Tips About Required Minimum Distributions for Baby Boomers Turning 70
Somerset’s Tom Hamlin offers warnings on RMDs in this Bankrate article.
Read MoreUse Income From Your Sideline Business to Grow Retirement Savings Quickly
Somerset CEO Tom Hamlin contributes to this article advising high earners in retirement.
Read MoreMultiple IRAs: Why It Sometimes Makes Sense to Own More Than 1 IRA
View BankRate’s slideshow for input from Somerset’s executive vice president Scott Sadar on why you may want to own more than one IRA.
Read MoreSEC Steps in on RIA Succession Planning
Kaitlin Ugolik’s consults Somerset’s Tom Hamlin in her latest Institutional Investor article about the SEC’s role in continuity planning.
Read MoreThe Elusive Nature Of Culture At Broker-Dealers
Somerset’s own Andrew Murdoch offers his take on the broker-dealer culture in Juliette Fairley’s latest article for Financial Advisor.
Read MoreSingle-Income Families: 6 Secrets to Help Make Ends Meet
Scott Sadar, executive vice president at Somerset Wealth Strategies, advises breadwinners to maximize income opportunities at their current place of employment in Robyn Tellefsen’s article.
Read MoreRising Rates, Longer Lives Make Annuities Tricky
Andrew Murdoch, President of Somerset Wealth Strategies, lends his expertise to this Bankrate.com article.
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