Cypress Wealth Advisers

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Retroactive Social Security Benefits: A Chance to Turn Back Time

Beneficiaries who postpone claiming Social Security past full retirement age have the option of receiving a lump-sum payment for up to six months of benefits when they finally apply.
Closed-End Funds May Offer Higher Income

Closed-end funds are considered to carry higher risk but may provide a higher income stream than traditional mutual funds holding similar securities.
Balancing Life in the Sandwich Generation

The day-to-day demands of supporting multiple generations can take a toll, but planning and support might help achieve a workable balance.
Is It Time to Declare Your Financial Independence?

Here are some ideas to help pursue a life of financial freedom.

Loan Payoff

How much will it cost to pay off a loan over its lifetime?
Estate Taxes

Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.
Lifetime Earnings

This calculator is designed to help you attach a dollar figure to your life’s work.
Roth IRA Conversion

This calculator can help you determine whether you should consider converting to a Roth IRA.