Get educated on the issues that matter to you the most.
9 Questions to Ask Your CPA at Tax Time
It’s time to gather paperwork and prepare your returns by April 18th. Since it’s likely been a year since you last spoke to your CPA.
Social Security Claiming Under the New Rules
Once the law is fully phased in, a high-earning spouse or divorced individual will no longer be able to receive a spousal benefit if his or her own retirement benefit is higher.
Social Security as Longevity Insurance
Survivor planning is one of the most important aspects of Savvy Social Security Planning.
Life Expectancy and Social Security
Life expectancy is a critical element in Social Security planning.
Healthcare Quick Reference Guide 2018
To ensure no gaps in coverage, arrange for Medicare and supplemental insurance before existing coverage ends.
Do You Need to Sign Up for Medicare at 65 if You-re Still Working
Since then, the retirement landscape has changed. Full retirement age for Social Security is 66 or 67.
The Secret Key: Lessons of the Masters
An Insider’s Guide To Wealth Management In A Rapidly Changing World
The purpose of this report, The Secret Key: Lessons from the Masters, is to introduce to you the Master’s Key to help preserve, invest, grow, and enjoy your wealth in this “New Normal” world.