Discover tips for retirement planning in Claremont, CA. Learn about savings strategies, investment needs, and estate planning with Evermont Wealth.

What should you do about Social Security when you’re wealthy? Run the numbers and think through various scenarios based on your unique circumstances. We describe some of those scenarios.

Market downturns early in retirement can leave people with depleted 401(k)s and IRAs. Here are strategies to help reduce that risk.