We are quickly approaching the annual Open Enrollment period for Medicare. Open Enrollment begins October 15th and ends December 7th. It is an important time to review both your current Medicare Part B supplement plan (i.e. “Medigap”) and Part D prescription drug coverage. Read More
Over the last several months, we’ve covered the ins and outs of Social Security. In this final post for our blog series we’re discussing the decision on when to file for benefits. Read More
For the better part of a decade, money market funds have simply not been attractive to investors at all. These cash funds maintain a $1/share price and provide daily liquidity. Historically, investors have used them as a reserve for living expenses, emergency funds, short-term needs, etc. Read More
Up to this point in our Social Security blog series, we have covered the core components of Social Security, including eligibility, different benefits that are available, and how benefits are taxed. Read More
Thus far in our Social Security blog series, we have covered the basics of how retirement benefits are calculated and how individuals become eligible for Social Security. We have also discussed benefits available for spouses, surviving spouses, and family members. Read More
Our last post discussed the Social Security benefits available to spouses. Today’s post will focus on what happens when an individual receiving Social Security passes away, and the benefits surviving spouses and other family members may receive. Read More
In the first part of our Social Security blog series, we discussed the basics of retirement benefits. It’s equally important to understand what benefits are available for spouses. Read More
Social Security is an important part of the retirement plans we create for our clients. It is one of the only guaranteed sources of income available to most retirees. Read More
We have all heard that money can’t buy happiness. But, what is it that money can do? Read More
We spend a lot of time building and reviewing retirement plans with our clients. The exercise often focuses on financial assets vs. liabilities, retirement timeline, the proper investment allocation, and much more. Read More
Is Financial Synergies Right for You? Find Out Here
Send this to a friend
