Deciding Who Gets What
While estate planning typically focuses on the how–including tax strategies often involving trusts and wills–to whom can be just as […]
Pause
Bank scams are on the rise. There are five common tricks of fraudsters. Did you get a call, email or
Protect Yourself
Medicare provides foundational health coverage for retirees – but it comes with gaps, and there are no caps on out-of-pocket
When One Spouse Passes
When one spouse passes away, the surviving spouse’s social security benefit may change significantly, and many retirees are unaware that
Trust
Sometimes as we are in the midst of our retirement years, we need to have a serious heart-to-heart with our
Dependable, and Not Just For Retirement
A fixed index annuity can provide a dependable stream of income, which becomes especially valuable after a divorce when household
The Last Thing
The last thing you need to worry about when you retire is losing your sense of purpose. Staying mentally and
Staggered Retirement
Staggered retirements are more common than you might think, especially when couples are different ages. A two-phase retirement can affect
The Trifecta
If you are mulling over in your mind your list of tangible assets, savings accounts, and creating your will, you
Taxes On Social Security
Our Clients have come to us asking why they are paying taxes on their Social Security income when they thought