11.18.2024
Social Security: Five Facts You Need to Know
Social Security can be complicated, and as a result, many individuals don’t have a full understanding of the choices they may have. Here are five …
Social Security: Five Facts You Need to Know
Social Security can be complicated, and as a result, many individuals don’t have a full understanding of the choices they may have. Here are five facts about Social Security that are important to keep in mind.
Some have the perception that Social Security is of secondary or even tertiary importance in retirement. But according to a recent report by the Employee Benefits Research Institute, Social Security represents a major source of income for 62% of retirees.
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Blog
11.13.2024
Year-End Charitable Gifting and You
Are you making charitable donations at year’s end? If so, you should know about some of the financial “fine print” involved, as the right moves …
11.11.2024
Happy Veterans Day
On November 11, we honor the bravery and sacrifice of those who have served America in the armed forces. It is also a time to …
11.06.2024
Women’s Progress in Wealth and Retirement Planning
In recent years, women have made significant strides in financial empowerment and retirement planning. More women than ever are managing their own finances, planning for …
11.04.2024
Understanding the New Rules for Required Minimum Distributions (RMDs)
With recent changes to the rules around Required Minimum Distributions (RMDs), it’s important for anyone with retirement accounts to stay informed. The regulations now impact …
10.30.2024
Strategic Charitable Giving: Aligning Donations with Your Core Values
Charitable giving is a great way to make a difference in the world and support causes you care about. But how can you make sure …
10.28.2024
Understanding Tax Brackets for 2025: A Guide for Smart Financial Planning
As we approach 2025, it’s crucial to be aware of the upcoming changes in tax brackets. Every year, the IRS adjusts tax brackets to account …
10.23.2024
8 Essential Strategies to Pay for Long-Term Care
Planning for long-term care (LTC) is often a challenging topic. Many shy away from thinking about the possibility of needing help with everyday activities like …
10.21.2024
Understanding the Role of Trustees: Responsibilities and Opportunities
Trusts are a cornerstone of estate planning, but their success hinges on the effective management of trustees. Unfortunately, many trustees enter the role with little …
10.16.2024
Deciding When to Take Social Security
One of the most common questions people ask about Social Security is when they should start taking benefits. Making the right decision for you can …
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