Labor Day marks the end of summer and is dedicated to honoring the American labor movement. The first Labor Day celebration occurred on September 5, 1882, in New York City and was organized by the Central Labor Union.
Social Security Spousal Benefits
Charissa Anderson, CFP®, CDFA®, explains the various aspects of Social Security spousal benefits and how it fits into retirement planning.
Making the Most of All Your Benefits - Wealth Management Insights Video
Wealth Management Chair Mary Lago, CFP®, CTFA, discusses strategies to maximize the most of your benefits from private insurance options to Social Security and Medicare.
Social Security Claiming Fundamentals
For those with many years before retirement, social security appears to be a straightforward arrangement: once you retire, you will receive a monthly check for the rest of your life. However, there are several complexities to be aware of as you approach retirement. For example, the timing of when you begin to take benefits can greatly alter the size of your benefits. The options you choose are impactful, and importantly, are mostly irrevocable. Carefully reviewing your options beforehand can ensure that you put yourself in the best position to maximize benefits.
Third Quarter 2022 Wealth Management Insights Publication: Making the Most of All Your Benefits
Read our third quarter 2022 Wealth Management Insights publication in which Mary Lago, CFP®, CTFA, Charissa Anderson, CFP®, CDFA®, and Casia Chappell, CFP®, CPWA® share their thoughts on life insurance ownership, social security spousal benefits and long-term care insurance.
Considerations for Strategic Tax and Wealth Planning in 2022
Here are highlights of the 2022 key financial figures that, depending on your stage of life, may impact your tax planning this year.
2021 Annual Limits for Tax and Wealth Planning
The College for Financial Planning has released its 2021 Annual Guide that is a great resource for tax planning, charitable giving and other important topics.
Should Low Interest Rates Alter When to Claim Social Security?
“Where will I generate cash flow in today’s low interest rate environment?” This is a question that many retirees are now facing as they consider how to effectively manage their income in the current era of extremely low interest rates. One answer could be making a strategic decision about when to claim your Social Security benefits.