Since its beginning in 1935, Social Security has become synonymous with retirement income. But as with any government program, Social Security is a behemoth...
It’s called the survivor trap or widow’s penalty. It’s a financial monster that eats away retirement income after one spouse dies, often leaving the...
There are not many advantages to getting old—hair thins, wrinkles show up at an accelerated rate and there’s a cornucopia of new aches and...
Have you made preparations? It’s a question I’ve asked clients more times than I can count, but I was reminded of the significance of...
I recently got a letter from the Social Security Administration saying I might have some money in a 401(k) plan at an employer I...
Covid-19 has changed life forever in more ways than we can count. It has also changed end-of-life estate planning and estate modification. It can...
Identity theft is one of the major plagues of modern society costing its victims billions of dollars and untold man hours to recover from...