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Financial Planning

Social Security was signed into law in 1935. It’s part of American culture. You’d be hard-pressed to find someone who hasn’t heard of Social...
Do you want your ex-spouse to get your money when you die? Or how about someone that’s fallen out of your good graces? No...
Roger and Cindy had been married forty-five years when it happened. They were working together in the back yard. The sun was shining; the...
How much do you need to save in order to retire comfortably. That’s the magic answer everyone is looking for. Planning for retirement can...
Of the 65 million people who get healthcare coverage through Medicare, approximately 30 million access their coverage through Medicare Advantage plans (MA). Most people...
Well, it was inevitable. Everything else is going digital. Social Security is following suit. By the end of the summer the Social Security Administration...
DON’T! DON’T! DON’T! If you get an email from Social Security saying your statement is attached DO NOT open it. It’s the latest scam...
A lot of work goes into creating an estate plan. It can be a lengthy, time-consuming process. You want to make sure everything is...
There have been a lot of significant additions to American society during the life of the Baby Boom Generation—TV remotes, cell phones, the internet,...
Someone thought enough of you to make you a beneficiary of their estate. They’ve passed away and now you’ve received your portion. The question...