Health Care, Retirement Planning
Health insurance coverage is often a primary concern for individuals who are retiring early. Understanding and weighing options can be complicated and stressful for early retirees. To help make the conversation with clients easier, we have created the “If I Retire...
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...
Life Events, Retirement Planning
Disability benefits under Social Security can be difficult to understand. There are numerous stringent requirements that must be satisfied before Social Security will even formally review an applicant’s disability. Your circumstances must be considered under the...
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...
Financial Planning, Retirement Planning
Roth 401(k)s have become an increasingly popular alternative to traditional 401(k)s, allowing participants to make after-tax salary deferrals to their employer plans. Many investors may have the opportunity to contribute to a designated Roth account in their 401(k),...
