Portfolios/Insight

Portfolios/Insight2018-10-24T13:42:59-04:00
15Mar, 2019

Spousal vs Survivor Social Security Benefits

By |March 15th, 2019|Financial Planning|

With more than 200 ways to claim Social Security benefits, discovering what’s best for you can be a challenge. And for two benefits, in particular, there has been a lot of confusion—spousal benefits and survivor benefits. In fact, an internal audit of the Social Security Administration found that 82% of [...]

12Mar, 2019

Should You Name A Trust As An IRA Beneficiary?

By |March 12th, 2019|Financial Planning|

When naming a beneficiary for your IRA the number one choice is a spouse, a child, or a relative. There’s something in our DNA that wants to make sure our money stays in the family if possible, and that’s certainly understandable. But if you’re looking at the bigger picture, the [...]

7Mar, 2019

8 Dangerous Retirement Myths

By |March 7th, 2019|Financial Planning|

“I can’t wait to retire!” Have those words ever come out of your mouth? Oh, the thought of divorcing that demanding, unreasonable boss; doing what you want when you want; burning all the bridges you never intend to cross again. It’s the payoff for all those years of hard work. [...]

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