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Showing posts with the label soundinvesting

Top 12 Vanguard Funds Ideal for Retirees, According to My Preference

In this presentation Paul discusses the advantages of Vanguard, best cash management fund, best equity fund, best balanced funds, best bond funds and more at Vanguard. He also explains how retirees can buy a pension for the rest of their life and make more than 7% a year, most of it tax free. Paul mentions how investors can receive a free library of books on annuities from stantheannuityman.com/. This video is part of a series of educational events sponsored by The Merriman Financial Education Foundation and the Bainbridge Community Foundation. “Financial health is important to both individual and community well being,” said Jim Hopper, BCF executive director. “Charitable giving begins with confidence in your own financial position, and we’re pleased to offer these seminars to help islanders make sound decisions with their money at every stage of life. Investing in yourself and your community, they’re two sides of the same coin.” To learn more about the Bainbridge Comm...

What’s New for Social Security 2022

This is MUST WATCH presentation for everyone yet to claim Social Security and/or survivor benefits, and otherwise learn how to maximize your benefits. MaryBeth Franklin, author of Maximizing Social Security Retirement Benefits ( shares her expertise in this interview with Paul Merriman and answers a number of viewer questions. This presentation is part of Financial Literacy Month, sponsored by the Bainbridge Community Foundation ( and The Merriman Financial Education Foundation ( You’ll learn: • How claiming age affects the amount of Social Security benefits received by retirees and their surviving spouses; • How earnings from a job can reduce benefits if claimed before full retirement age • Strategies to reverse early claiming decisions and create larger future benefits. Links mentioned in the presentation: Mary Beth interview with retirement researcher Wade Pfau, titled, “Retirement income strategies for 2022 and beyond”: Mary Beth interview with Joe Elsass...