Articles of Interest
Date: February, 2019
Description: Most people are aware that life expectancies are on the rise, but we put off thinking about getting older and or paying for health care for a prolonged period. Asking yourself (and your family) questions about physical, financial, and legal matters is a helpful starting point. Those conversations can lead to building an action plan.
To get you started, we've prepared some questions for you to consider. You can print the My Plan worksheet and fill in your responses in the space provided to share with your family. If you need help, we can help guide you through the thought process. If you are unable to print the form, please give us a call and we will mail it to you.
Please share your information with us - we'd like to know your responses, too.
Date: January, 2019
Description: Social Security benefits, which last as long as you live, provide valuable protection against outliving savings and other sources of retirement income.
Did you know that you can receive personalized estimates of future benefits based on your real earnings and review your earnings history when you create a "my Social Security" account? To create an account, go to https://www.ssa.gov/myaccount/
Date: December, 2018
Description: Charitable giving in an important piece of many estate plans. To help you decide how to incorporate charitable giving into your estate plan, let's look at some of the most popular options.
Title: After The Last Paycheck
Date: October, 2017
Description: You’ve been looking forward to retirement for most of your working life. Maybe you’ve been anticipating relaxing on a beach, traveling, or writing a book. You might have great plans for your retirement, but do you have a financial plan that makes it all possible?