August 28, 2018 |
What You Need to Know About Part Time Work in Retirement
What do you have lined up for your retirement plan and the time you’ll have? You might want to stay working in a part-time capacity, ...
Learn MoreWhat You Need to Know About Part Time Work in Retirement
What do you have lined up for your retirement plan and the time you’ll have? You might want to stay working in a part-time capacity, but make sure you understand how that could influence your financial situation.
Most people find that having something to do in their retirement that gives them an additional purpose is extremely beneficial to their wellbeing and possibly even their physical health, but it’s important to realize how retirement part time work can affect your Medicare costs and social security taxes. 
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Blog
August 27, 2018 |
New Study Shows That Retirement Savers Are Struggling to Catch Up
A new study completed by Allianz Life Insurance Company identified that people who are trying to catch up on their savings goals feel financial pressure. ...
Learn MoreAugust 23, 2018 |
What You Need to Know About Medicaid Planning
Long term care is extremely complicated and very expensive and simple errors in your planning or in the submission process can cost you in a ...
Learn MoreAugust 22, 2018 |
The True Cost of Long Term Care Highlights Longevity Concerns
A recent survey shows that many people are willfully unprepared for the significant out of pocket costs from long term care facilities. More than 2,000 ...
Learn MoreAugust 21, 2018 |
How to Select the Right Executor for Your Will
An executor should be someone you can trust who will make things easy for your loved ones when closing out your estate. This person should ...
Learn MoreAugust 20, 2018 |
Five Tips to Avoid the Probate Process
You might have heard that probate is an expensive and time-consuming process, and that is certainly true. Another added downside of probate is that your ...
Learn MoreAugust 16, 2018 |
Estate Planning and Looking Ahead for Longevity
There are many different steps you can take to increase your chances of a successful retirement and many years lived beyond that point. Longevity has ...
Learn MoreAugust 15, 2018 |
Use A Solid Foundation for Your Estate Plan
Teamwork is necessary for the comprehensive estate plan that will accomplish the vast majority of your goals. If you don’t have appropriate estate planning tools ...
Learn MoreAugust 14, 2018 |
Advance Wealth Planning Tips for Tax Preferred Saving Strategies
The federal government has long provided incentives for families to save, based on three different types of tax preferences; deferral, deductibility, and tax-free distributions. For ...
Learn MoreAugust 13, 2018 |
Don’t Forget Special Needs in Your Estate Planning
Financial planning is important for all families but having a child with special needs makes it even more imperative that parents consult directly with experienced ...
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