Retirement Planning

In today’s world, lack of company pensions, uncertain market returns and longer lifespans all make maximizing Social Security a critical part of retirement planning.  

“Wondering how to help maximize your Social Security Benefits? Here are three options almost anyone can do…”  

A key benefit of Social Security for couples is survivor benefits. Not only is it important for young families, but also for many retirees. Proper planning for couples early on

There are several claiming strategies that an ex-spouse may be able to use to help maximize their Social Security benefits and retirement income…

“There is a great deal of confusion about how military pay is counted for Social Security purposes. If you, or someone you love, is in the military, don’t fall prey

“If you have minor children at home, Social Security benefits may be available to them. Know these rules and get maximum benefits for your family.”

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

“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,

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