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, 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...
College Planning, Family and Finances, Financial Planning
Income-Driven Repayment (“IDR”) Plans can be an attractive option for federal student loan borrowers. These plans can make monthly payments more manageable, and offer forgiveness after a term of years. Eligibility depends upon a variety of factors, and must be...
Family and Finances, Life Events, Tips and Tricks
There has been an increase in fraudulent and criminal activity. Now more than ever, you may be targeted financially through a variety of schemes. This checklist helps guide you through the common threats and scams, helping ensure that you are informed and actively...
Estate Planning, Family and Finances
When you are adjusting to life as a new parent, estate planning is unlikely to be at the top of your to-do list. You are probably preoccupied with matters such as car seats, pediatricians, and child care options, all while trying to sneak in a bit of sleep. But...
