Social Security Part 4: Taxation of Benefits
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.
Social Security Part 3: Benefits for Family Members and Survivors
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.
Social Security Part 2: Benefits for Spouses
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.
Social Security Part 1: The Basics
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.
Money Janitor
We have all heard that money can’t buy happiness. But, what is it that money can do?
Tax Reform May Come Before Christmas
Republicans released the final details of their tax legislation on December 15, and appear ready to sign the bill into law before Christmas.
Medicare Enrollment Guidance
We can provide guidance on the type of Medicare plan that clients choose when they are first enrolling in Medicare. We are here to help, so let us serve as a resource on this very important topic.
Tax Reform: What You Need to Know
House Republicans revealed their long-awaited tax reform legislation on November 2nd. The clock is now ticking to approve the most sweeping overhaul of the tax code in 30 years – by the end of 2017.
New Goal Tracking Tools in Wealth360°
Recently we released an update to your Wealth360° Personal Financial Management site, which includes a new goal tracking feature.
A Primer for College Savings
The Wall Street Journal ran an article this week citing how the cost of college tuition has slowed for the first time in almost three decades.
How Long Should I Keep This?
While helping a family member declutter her paper files last year, I found records that were nearly as old as I am.
Dot Your I’s and Cross Your T’s
There are a lot of details in financial planning. Most of the time we concentrate on the big things, but what about the little things?
Johnny Depp Spends What??
Johnny Depp knows how to burn cash! While you may not be burning through a couple million each month, it’s important to consider your financial habits.
How to Simplify Your Charitable Giving
Clients frequently ask us for ways to make a bigger impact with their charitable donations while simplifying the giving process. One of the best ways to accomplish this is by using a donor-advised fund.
In Case You Missed It: Bryan on Houston Matters
Last week Bryan was a feature guest on Houston Matters, answering callers’ questions about financial planning, retirement, and general financial advice.
