Blog Articles

Retirement
Estate Planning

Balancing Retirement Planning with Special Needs Planning

Having a child with special needs can come with all sorts of unique challenges from a financial and estate planning standpoint. Public benefits, for example, can play a huge role in anticipating how much money your child will need down the road in your later years, as well as when you’ve passed away.

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Estate Planning

Should Seniors in Love Tie the Knot?

There are some major financial benefits to tying the knot. From IRAs to Social Security and tax exemptions, there are many reasons (besides the obvious one: love) for older couples to say I do.

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401(k)

I’m Between 55 and 64, How Do I Boost My Retirement Savings?

If you’re between 55 and 64, you still have time to boost your retirement savings. Whether you plan to retire early, late, or never ever, having an adequate amount of money saved can make all the difference, both financially and psychologically. Your focus should be on building out—or catching up, if necessary.

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Long Term Care
Estate Planning

If You Plan to Retire This Year, Be Prepared

Many people are looking forward to 2020, simply because it’s the start of a new decade. However, if you plan to retire in 2020, then you clearly have your own set of reasons to get excited for the year ahead.

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Estate Planning

How Should Baby Boomers Claim Their Social Security?

Social Security benefits have long been a critical part of Americans’ retirement income plans. After all, the monthly benefits provide a stream of income that is adjusted for inflation annually and can’t be outlived. With the decline of pensions and increasing life spans, Social Security is now playing a larger role in shoring up retirees’ nest eggs.

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Estate Planning

How Do I Undo a Reverse Mortgage?

Is it possible to settle a reverse mortgage so people can keep their home, if they change their minds? Can their children buy it out and keep their parents’ home?

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