Understanding your Social Security retirement benefit options can be complicated, and determining when the best time to file for your benefits can be difficult. Should you claim your benefits early or would it be more advantageous to delay? What claiming options do you have? Are there strategies … [Read more...]
Social Security Retirement Benefits
Start of the Year Considerations
The beginning of the new year is the perfect time to consider the various factors that influence your financial plan. Incremental changes that occur over the course of many years may not seem very meaningful, but over time they can result in significant changes to your financial circumstances. We … [Read more...]
Open Enrollment
Predicting rain doesn’t count. Building arks does. - Warren Buffett Are you considering changing your Medicare coverage? Medicare’s Open Enrollment Period for 2024 began on October 15th and ends on December 7th. Now is the ideal time to evaluate whether this is the year to change your … [Read more...]
Caring for Aging Parents
Life isn't about finding yourself; it's about creating yourself. So live the life you imagined. - Henry David Thoreau Caring for Aging Parents Being a caregiver for aging parents can be emotionally draining and can have financial ramifications both for parents and for caregiver … [Read more...]
Employee Benefit Review
I am not afraid of storms, for I am learning how to sail my ship. - Louisa May Alcott What To Know About Reviewing Your Employee Benefits Perhaps you want to... want to make sure your employer-sponsored retirement plan is optimized for your risk tolerance, financial goals, and … [Read more...]