What are the Big Takeaways for Social Security in 2023?
2022 has been a tough year for many seniors, but the outlook for 2023 shows some potential ‘silver linings.’
January 25, 2023
Blog Articles
What Exactly Does an Executor Do?
The main responsibility of an executor of a will is to carry out the final wishes of the person who bestowed that position of trust.
January 16, 2023
Do I Need a Last Will and Testament?
A Last Will and Testament is a document you create during your lifetime that directs where your assets that are subject to probate (the formal process of having your assets distributed through the court system) will go at your death.
December 22, 2022
Costly Mistakes Women Make with Social Security
Retirement planning is an important part of long-term financial wellness. For women, the process can be especially fraught.
December 19, 2022
How Will Social Security Change Next Year?
Social Security recipients likely already know that their benefits get a bump almost every year to counteract the effect of inflation. However, that cost-of-living adjustment is just one of several annual tweaks to the Social Security system.
December 8, 2022
What Happens when You Inherit a Retirement Account?
There’s almost always a reckoning when the government proffers a tax break. So it is with individual retirement accounts (IRA)s, 401(k)s and similar accounts that investors fund with pre-tax earnings.
November 3, 2022
Estate Planning
Senior Second Marriages and Estate Planning
More Americans are now getting married over the age of 65 than ever before. Even though this may be a second or third marriage for many, caregivers should nevertheless be aware of certain aspects that shouldn’t be ignored amidst all the wedding plans and celebrations.
June 3, 2022
Estate Planning
Make Your Nest Egg Last When Retiring Early
Retiring ahead of schedule may seem like a dream, but it is doable with the proper planning. Depending on when you were born, the normal retirement age is currently 66 or 67. If you’re planning to retire five, 10, or even 15 years early, one of the most important things to consider is how to make your savings last for the long haul.
October 12, 2020
Estate Planning
Will We See a Bump in the COLA for Social Security Next Year?
Thanks in part to the economic impact of the COVID-19 pandemic, don’t bank on a big cost-of-living adjustment (COLA) for your Social Security benefits in 2021.
September 24, 2020
Estate Planning
What Needs to Happen after a Spouse Dies?
The list of things you need to do after someone dies can seem endless, especially during a time when you are also grieving.
September 22, 2020
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