Important Masterclass
How to Pay for Care without Going Bankrupt

Relieve Regret About Retirement Savings

Estate Tax Planning 2022

A 2019 survey by Global Atlantic Financial Group, which sells annuities, asked more than 4,000 Americans, pre-retirees and retirees, about their retirement savings. Of those surveyed, 55% said they had regrets. The top three were that they: Did not save enough. Relied too much on Social Security. Did not pay down debt before retiring. However,…

Will Inflation Ruin My Retirement?

IRA Secure Act

As America’s economy reopens, we’re seeing higher inflation rates. This unwelcome surge should prompt retirees to consider the threat it could pose to their financial security.

Key Dates for Planning Retirement

Key Dates for Retirement 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.

Collecting Social Security After Divorce

New Will after Divorce

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.

Search McNair Dallas Law