Blog

November 30, 2022

Do You Know What You Plan on Paying Yourself in Retirement?

Do You Know What Ycu Plan on Paying Yourself in Retirement? When it comes to getting ready for retirement, the focus is typically on setting aside enough money and investing wisely so you have enough to not only retire but also thrive. But what many people don’t realize is that you need more than just… View Article

October 30, 2022

What Is Suspending Social Security Benefits 

Suspending Social Security benefits is a process by which an individual can voluntarily stop receiving benefits for a while. The suspension can last up to four years, and the individual’s benefits will not accrue. However, once the suspension period is over, the individual can restart their benefits and receive back payments for the months they… View Article

October 24, 2022

Don’t Forget to Account for All RMDs (Required Minimum Distributions)

In today’s World, an ever-increasing number of individuals are turning to Individual Retirement Accounts (IRAs) as a primary retirement savings vehicle. The main reason is the flexibility and tax advantages that IRAs offer. There are a lot of different factors to consider when it comes to saving for retirement, and it can be easy to… View Article

October 18, 2022

What To Expect in 2023 for the Cost-of-Living Adjustment 

The COLA is a Cost-of-Living Adjustment for Social Security beneficiaries. It’s also known as the raise, which helps offset rising living costs so that beneficiaries don’t experience a decline in their standard of living. Seniors spend more on utilities, housing, and healthcare than younger people. In some places, the increase in prices of goods and… View Article

September 19, 2022

What is a Revocable Living Trust? 

A Revocable Living Trust is a document that specifies how you want your property to be distributed after your death. It’s also called an “inter vivos” trust because it’s created while you’re still alive and living, so it can be changed anytime during your lifetime. Revocable Living Trusts are well suited to many types of… View Article