Should You Take Social Security Early in Light of a COVID-19 Related Layoff?
Should you consider taking Social Security early to cover financial hardships caused by COVID-19? Make these crucial considerations first.
The $2 Trillion Economic Stimulus Bill Has Passed: Here's an Overview
On March 27, 2020, Congress passed a historic $2 trillion economic stimulus package. Created to help offset the financial hardships of the COVID-19 pandemic, here's what you should know about this recently passed bill.
Top 5 Things Business Owners Should Know About a SEP IRA
Own your own business? Whether you're going it alone or managing some top-level talent, you may want to consider offering an SEP IRA. Get started with 5 quick facts as you consider this retirement plan option.
5 Tips to Make a Cruise Ship Retirement Possible
Have you dreamed of sailing the high seas during retirement? Follow these 5 tips to make your voyage at sea a reality.
A Guide to Trusts for Estate Planning
If you’re a part of the majority of Americans who have put off facing the future of their finances after death, it might be time to start weighing your options.
Retiring as a Couple: Important Factors to Consider
You’ve worked hard for years, saved diligently and now you’re ready to relax in retirement. But if you’re part of a couple, it’s important to approach this life transition as a partnership through open communication and honest dialogue.
An Ominous Anniversary
Last month marked the ten-year anniversary of the Lehman Brothers bankruptcy. Could it happen again?
What are your Chances of Needing Long Term Care in Retirement?
Top 3 Tax Surprises in Retirement
Taxes can be a surprise in retirement. Here are 3 common tax traps to watch out for when you retire.
