

Our Financial Blog
Looking for financial advice or just want to read up on the industry? Check out our most recent blog posts!
Social Security and Coronavirus
If you have been laid off or face business downturns, you may wonder if you should claim Social Security now. These
Social Security for Divorced Individuals
If there is one key differentiator between baby boomers and their parents, it is the higher incidence of divorce. Americans over
Medicare and COVID-19-Related Health Care Costs
As the coronavirus continues to spread, be sure to review your health insurance to determine how you will handle out-of-pocket costs
7 Estate Planning Things You Must Do in the Time of Coronavirus
If you get sick and require hospitalization due to COVID-19, you will be immediately isolated from family. So the time to
New Ways to Give to Charity While Getting the Best Tax Breaks
With such a high standard deduction, taxpayers may not get additional itemized deductions for charitable donations. However, with a little clever
Health Care Options in Retirement
While you were working, you likely relied on employer insurance. But after retirement your options are different, and that requires careful
Social Security Planning for Couples: Maximizing Survivor Benefits
A key benefit of Social Security that most people never think about are the payments to survivors following the death of
How to Create Ultra-Secure Passwords That Keep Hackers Away
With data breaches occurring more and more, it is important to protect personal information stored in online accounts with secure passwords.
Should Business Owners Put Spouse On Payroll
for Social Security Purposes?
Social Security can be a tricky subject for many clients, with added complexity for small business owners. One common question concerns