Building Wealth, Family and Finances, Financial Planning, Investing, Retirement Planning
Many people have heard of 401(k) plans but fewer people know about Thrift Savings Plans (TSP) Both plans allow you to save for retirement. The money is usually invested in stock funds or bond funds to help you accumulate wealth for retirement. What’s the...
Family and Finances, Health Care, Life Events
In most cases, determining Medicare eligibility is a straightforward process. Nevertheless, it is important to review each client’s unique circumstances in order to make an accurate determination and to identify their available options. To help make this analysis...
Family and Finances, Life Events, Retirement Planning
Under Social Security, spousal benefits present an important source of income for many of your clients. But there are several important factors and issues that must be considered. Determinations regarding available benefits and timing can be difficult. To help make...
Family and Finances, Life Events, Retirement Planning
Social Security benefits can be confusing for a divorced individual. There are several important and unique issues that must be considered before filing a claim to collect Social Security benefits. To help make the analysis easier, we have created the “Am I Eligible...
Family and Finances, Life Events, Retirement Planning
Social Security survivor benefits present an important source of income for many of your clients. But there are several important and unique issues that must be considered for any client that has recently lost their spouse or ex-spouse, before filing a claim to...
Estate Planning, Family and Finances
This checklist covers 18 of the most important planning issues to identify and consider before updating your estate plan. It’s structured as follows: Beneficiary & Fiduciary Issues Assets & Property Related Issues Minors & Children Related Issues Other...
