Portfolios/Insight

Portfolios/Insight2018-10-24T13:42:59-04:00
23May, 2019

Widows, Widowers, and Social Security

By |May 23rd, 2019|Financial Planning|

Can you find happiness without giving up Social Security benefits? Millions of widowed and divorced baby boomers are finding love after loss and looking for guidance on how to update their financial plan to suit their new romantic status. According to financial writer Mary Beth Franklin, the good news is [...]

22May, 2019

Don’t Make This Deadly IRA Mistake

By |May 22nd, 2019|Financial Planning|

“So, who do I want to get my IRA? My spouse? My kids? But I don’t want to leave out the grandkids. Oh, I’ll just fill it in later.”   You’d be surprised how often that mental conversation goes on when someone is looking at the beneficiary section of their [...]

13May, 2019

Will You Be Part of the Gray Workforce?

By |May 13th, 2019|Financial Planning|

For the first time in U.S. history, more than 20% of retirement age workers are choosing to stay in the workforce. That’s more than double the number who made that decision in 1985, according to a new report from United Income. The reason is simple—they don’t have enough money. For [...]

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