Planning

Long-Term Care:  Why Everyone Needs A Plan Introduction October is Long-Term Care (LTC) Planning Month.  While no one likes to  

Social Security Case Studies: Claiming for Couples Planning for retirement involves numerous decisions, and one of the most significant factors  

Social Security For Couples: Spouse and Survivor Benefits Planning for retirement involves numerous decisions, and one of the most significant  

Social Security: The Basics You pay your payroll taxes every month but unless you’re close to retirement, you probably don’t  

SBP Open Season:  Should You Opt In or Opt Out? You often don’t get a second chance on your SBP  

This is part 3 of our series on the Survivor Benefit Plan (SBP).  It provides an SBP Case Study.  Links  

SBP Decision (or Insurance) To Solve A Cash Flow Problem This is part 2 of our series on the Survivor  

Survivor Benefit Plan - The Big Decision One of the biggest decisions military members face during their retirement transition is  

I feel like I'm starting late. Am I Behind? I’ve talked with several people recently who have all expressed the  

Mid-Year Tax Review I know you’re probably feeling like you just finished taxes, but as we head into the middle