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Balancing Act: What Matters Most to You?
When people begin getting their affairs in order through the creation of an estate plan, they often face a delicate…
Ladies, You Need a Plan
In 1987, Congress passed a law recognizing March as Women's History Month-a time to honor the contributions and achievements of…
Tax Season Is Just around the Corner
For everything there is a season, and it will soon be the season for taxes. Although it always seems to…
Unique Gift Ideas that Benefit You Too
You may associate the month of December with giving holiday gifts, but it is also a great time for you…
The Pros and Cons of Probate
In estate planning circles, the word "probate" often carries a negative connotation. Indeed, for many people-especially those with valuable accounts…
Estate Planning Pop Quiz
September means school is back in session, signaling the return of new school supplies, homework, and pop quizzes. Try your…
When Are Children Eligible for Social Security Benefits?
A child may be eligible for Social Security benefits when at least one parent qualifies for Social Security retirement, disability,…
Social Security and Medicare Financial Outlooks Improve Slightly Due to
An economy that is recovering from the pandemic faster than expected means that the Social Security and Medicare trustees are…
Medicare Enrollment Period Extended for Those Who’ve Been Getting a
Medicare is part of the Social Security Administration (SSA), so if you need to enroll in Medicare, that’s whom you…
