Thank you to all who attended our webinar: “Savvy Social Security Planning – What Baby Boomers Need to Know to Maximize Retirement Income!” If you missed it, or would like […]
Savvy Social Security Planning: What Baby Boomers Need to Know to Maximize Retirement Income Date: February 21, 2018 Time: 1:00 pm-2:00 pm Location: LIVE Webinar Online Please REGISTER BELOW to
FREE Webinar 2/21/2018: What Boomers Need to Know to Maximize Retirement Income Read More »
On November 2, 2015, the Bipartisan Budget Act of 2015 was passed into law. In addition to budgetary provisions, the law closed certain “loopholes,” which changes the way married couples
Social Security Changes Under the New Rules (post-BBA 2015) Read More »
Social Security Planning Confused about your options for Social Security and Medicare? You are not alone! Some of the most frequent questions we get from those just about to retire
RockCrest Newsletter: Social Security Help for Widows and Boomers Read More »
“If you, or someone you know, has lost a spouse, look into the rules and strategies for Social Security survivor benefits. By coordinating these benefits with your own retirement benefit,
Social Security for Widows Read More »
Wow, here we are again… already in the midst of Winter holidays! Two quick items for you in this month’s post: As you probably already know, the broad stock market
From the RockCrest: tax-loss harvesting and potpourri Read More »
It’s well into Fall and a busy time for most of us as we prepare for the holidays! This month’s newsletter has a couple of fun, useful links, a couple
From the RockCrest: green thumbs, security and upgrades! Read More »
Planning in retirement isn’t just about money and it isn’t just about goals… it’s also about recognizing that unexpected things happen. Knowing what to look for, can help you spot
From the RockCrest: Watch Out for This! Read More »
Living well in retirement is just as much about your physical health, as your financial health… of course! So, being a financial planner with a background in healthcare, for this
From the RockCrest: Should you do this to live longer in retirement? Read More »
Did you know that singing can improve your brain function? It’s true! In a recent article in the Journal of Alzheimer’s Disease, researchers gave people with mild to moderate dementia 10
From the RockCrest: Here’s something to croon about! Read More »
Each year, as clients and I craft their financial plans, one of the biggest concerns expressed by those in the 45+ age group is long term care costs. Clients who
10 Secrets You Long-Term Care Salesperson Won’t Tell You Read More »
If you’re close to 65, you may be wondering about Medicare. This article is a short review of the different Medicare parts and coverage choices, as well as, how to
Getting Started with Medicare Read More »