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 MoreApril 25, 2022 •
Estate Planning 
There are many options, but the best use of the money is different for each widow and her unique circumstances.
Read MoreApril 8, 2022 •
Estate Planning 
ABLE accounts are a way for people with disabilities to save and spend money, while protecting their access to public benefits.
Read MoreJanuary 26, 2022 •
Estate Planning 
If a loved one asks you to be the executor of their estate, think carefully before you take on this responsibility.
Read MoreDecember 21, 2021 •
Estate Planning 
Uncle Sam is not the only one looking for a piece of your retirement income. Is your state on this list?
Read MoreDecember 1, 2021 •
Estate Planning 
Even those who have saved and invested well may not be sharing their financial information with a spouse or loved one. It’s time to do that now.
Read MoreOctober 27, 2021 •
Estate Planning 
In a rush to file for Social Security benefits at age 62? Many people are, but slow down and do the math first – or you might regret it.
Read MoreOctober 14, 2021 •
Estate Planning ![]()
Do my husband’s minor children from a prior marriage have any rights to any marital assets acquired during our marriage in the event he dies before me?
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 MoreAugust 30, 2021 •
Estate Planning ![]()
Increasingly, financial advisors are working with clients from nontraditional families, which can sometimes require different or additional strategies to protect their assets and achieve their financial goals.
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