By Elaine Floyd, CFP ® The vast majority of American citizens spend their whole lives in the U.S., paying into the U.S. Social Security system and eventually drawing benefits which are deposited into a U.S. bank account. But as with all things Social Security, there can be complications. Here are some examples of how Social Security …
By Debra Taylor, CPA/PFS, JD, CDFA The SECURE Act is by far the biggest retirement-oriented legislation to be enacted in over a decade. Many Americans are left wondering, “What does this mean for me?” Here’s what you need to know. The SECURE Act, passed in late 2019, is by far the biggest retirement-oriented legislation to …
By Elaine Floyd, CFP ® In most families, the needs and interests of family members overlap. Even if your money is separate, planning needs to happen for all. It is normal, when working with your financial professional, to focus on the needs of your immediate family. If you are a baby boomer, for example, you are …
By Elaine Floyd, CFP ® For some families, dependent benefits for children with disabilities are an important factor in the Social Security claiming equation. Here’s what you need to know. Children with disabilities such as Down syndrome, autism, or some other type of disability generally do not qualify for Social Security benefits. In order to receive …
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