Durable Power of Attorney
Turning 65 in 2020? Some Pointers for a Special Year
Turning 65 is a major milestone for many Americans, as it is the traditional age at which they start thinking seriously about retirement.
January 23, 2020
Blog Articles
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.
January 21, 2020
401(k)
How Will My 401(k) Be Taxed When I Retire?
When you withdraw funds from your 401(k)—or ‘take distributions,’ in IRS lingo—you begin to both enjoy the income from this retirement mainstay and face its tax consequences.
January 3, 2020
Estate Planning
How Does Enrolling for Medicare Work with Social Security?
Social Security and Medicare are social safety programs that Americans pay into during their working years through taxes.
January 1, 2020
Estate Planning
What Women Need to Know about Social Security
Understanding the rules about Social Security benefits and when to start claiming Social Security can be difficult. However, they’re critically important, especially for women—since women typically live longer lives than men.
December 24, 2019
Estate Planning
Disappointing News from Social Security for 2020
In case you didn’t see the news, those on Social Security won’t be getting a very generous raise this coming year.
November 15, 2019
Durable Power of Attorney
Special Needs Family Requires Special Planning
As our children with disabilities grow older, and we ourselves grow older, the future can seem daunting. The future can be overwhelming.
October 31, 2019
Social Security
Social Security Disability Benefits for Children Under the Age of 18
The Social Security Administration (SSA) uses a two-part procedure for determining whether a child is eligible to receive disability benefits.
October 2, 2019
401(k)
What Will Congress Be Considering that Will Affect My Retirement?
When Congress returns from recess, it will have a slew of proposals to consider, including some that could have a big impact on your retirement.
September 23, 2019
Estate Planning
The Secret to Spousal Benefits for Social Security
Understand how Social Security spousal benefits work to make the most of your retirement funds.
July 31, 2019
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