We dream all year about that perfect, stress-free, vacation. Yet, sometimes the planning itself can be a source of stress. Use the enclosed checklist...
One of the advantages of the Social Security system is the Survivor Benefit. Of the 65 million people receiving Social Security, approximately 6 million...
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...