The Co-Owner of Your Traditional 401K, IRA, & TSP Accounts
The Co-Owner of Your Traditional 401K, IRA, & TSP Accounts You may not realize it while you’re working to build your nest egg and enjoying the annual tax break, but your [...]
Don’t Give Cash To Charity
Don’t Give Cash To Charity…Do This Instead Charitable giving is a powerful way to make a positive impact on the world and support causes that matter. For most people, the default [...]
Paying for Long-Term Care
Paying for Long-Term Care: A Comprehensive Guide In part one of our series on Long-Term Care (LTC), we talked about the various LTC options and what makes up a good plan. You [...]
Long-Term Care
Long-Term Care: Why Everyone Needs A Plan Introduction October is Long-Term Care (LTC) Planning Month. While no one likes to think about getting older and needing long-term care, it’s incredibly important [...]
Social Security Case Studies: Claiming for Couples
Social Security Case Studies: Claiming for Couples Planning for retirement involves numerous decisions, and one of the most significant factors is Social Security. Social Security retirement benefits provide inflation-adjusted lifetime payments [...]
Social Security For Couples
Social Security For Couples: Spouse and Survivor Benefits Planning for retirement involves numerous decisions, and one of the most significant factors is Social Security. Social Security retirement benefits provide inflation-adjusted lifetime [...]
Social Security: The Basics
Social Security: The Basics You pay your payroll taxes every month but unless you’re close to retirement, you probably don’t give Social Security much thought. Maybe you think about it once [...]
SBP Open Season
SBP Open Season: Should You Opt In or Opt Out? You often don’t get a second chance on your SBP decision, but this year’s NDAA provides that rare opportunity. So what [...]
Survivor Benefit Plan (SBP) Case Study
This is part 3 of our series on the Survivor Benefit Plan (SBP). It provides an SBP Case Study. Links below will take you to parts 1 and 2 with some [...]
SBP Decision (or Insurance) To Solve A Cash Flow Problem
SBP Decision (or Insurance) To Solve A Cash Flow Problem This is part 2 of our series on the Survivor Benefit Plan (SBP). The SBP decision is one of the biggest [...]