Important Masterclass
How to Pay for Care without Going Bankrupt

Can Estate Planning Reduce Taxes?

Tax Strategies

Once more hesitant to plan ahead, clients in today’s environment are much more proactive and willing to take action in the near term, rather than waiting and risking having to pay higher taxes down the line.

Can I Avoid the Economic Dangers of Caregiving?

Caregiving Burnout

If caregiving looms in your future — and it likely does if you’re a daughter, an only child or the one (if you are, you know what I mean) — take time now to protect your financial life.

Am I Getting All the Social Security Benefits I Can?

Trust Planning

Money Talks News’ recent article entitled “7 Social Security Benefits You May Be Overlooking” says that the Social Security Administration provides payments to spouses, children and those with disabilities, among others. Let’s look at this in detail. Spousal benefits via a husband or wife. Spouses can get up to half of their husband’s or wife’s…

Social Security Retirement Age Changing for Boomers and Beyond

Comfortable Lifestyle

While you can start Social Security payments at age 62, your monthly checks are reduced if you begin collecting benefits at this age. To claim your full benefit, you need to sign up for Social Security at your full retirement age, which varies by birth year.

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