Tips for Having the Estate Planning Talk
It is never too early (or too late) to start talking about estate planning. While the topic can be a difficult one to approach with your parents or elderly loved ...
Being Mentally Prepared for an Estate Plan Conference
You’ve suddenly realized that you need to have an estate plan. We all know that nobody really wants to think about what is going to happen when they are too ...
Bequeathing Leisure to your Next of Kin
When we think of things that we are going to leave behind when we are gone, leisure may not be one of them. Leaving airline miles and vacation homes to ...
Social Security and Taxes
Did you know that there may be instances where you are taxed on your Social Security benefits? Depending on what kind of retirement accounts you are drawing from there is ...
Tips to Make the Most of your Social Security Benefits
Social Security benefits are an important part of many people’s retirement finances. Because of this you want to be able to maximize the benefits that you are going to be ...
Filing Early for Your Spouse
The spousal benefit can be a pretty confusing part of your Social Security benefits. For example, if you are a primary earner, but your low income earning spouse (who happens ...
Pause Your Social Security for Now
Did you begin collecting your social security benefits sooner than you actually needed to? If you did this means that you could be affecting the amount of benefits that you ...
Avoid These Financial Planning Mistakes
Retirement is expensive and tricky. Balancing an income from investment accounts, pensions and retirement funds takes a steady hand and some knowhow. Don’t fall prey to these common mistakes and ...
Investing as a Senior
Many seniors believe that they simply don’t have time to continue investing like they did earlier in life. This is simply not true. While it might take a little more ...
Estate Planning Myths
Do you have an estate plan? You should. Estate planning is a way to ensure that your assets are distributed the way that you wish. It can also help protect ...