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Our Financial Blog
Looking for financial advice or just want to read up on the industry? Check out our most recent blog posts!
Child ID Theft: 8 Steps to Keep Your Kids Safe
You are not the only one who needs to be on guard about their personal data safety. Minor children are 35
Tax Reform and Families: 3 Essential Changes
There is both good and bad news for families in the new tax act. About 60% of the tax cuts will
WEP and GPO
Two big areas of confusion surrounding Social Security benefits are the Windfall Elimination Provision (WEP) and the Government Pension Offset (GPO).
5 Things You Can Do With an IRA That You Can’t With a 401(k)
IRA or 401(k)? Know the key differences between these two popular retirement plans to ensure you are saving in the right
Do You Need to Sign Up for Medicare at 65 if You’re Still Working?
For the past four decades, age 65 marked the time when you would leave your job, start your pension, file for
Famous Estate Planning Blunders
Celebrities have enough money to hire the best estate planning lawyers. You would think celebrities, of all people, should have ironclad
Social Security for Widows
If you, or someone you know, has lost a spouse, look into the rules and strategies for Social Security survivor benefits.
Life Expectancy and Social Security
Most people tend to underestimate their life expectancy. But thinking you might live to a very old age might lead to
Disabled Adult Children
For some families, dependent benefits for children with disabilities are an important factor in the Social Security claiming equation. Here’s what
