May 24, 2022 •
Estate Planning When you’re gone, your spouse’s income will take a major hit–one that can be worsened significantly, if you make the wrong decision about when to claim.
Read MoreSeptember 9, 2021 •
Estate Planning Each type of retirement benefit has a different eligibility age. Your age plays a big role in how much you can expect to receive from Social Security and what you need to do to avoid retirement account penalties.
Read MoreJune 9, 2021 •
Estate Planning It’s always smart to maximize your Social Security benefits, and if you are divorced, one way to do that might be to take them based on your ex’s earnings record. Here are some of the rules on how that works.
Read MoreDecember 9, 2020 •
Estate Planning Social Security is a huge source of financial stability for retirees, and married couples, in particular, can benefit dramatically from Social Security.
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