by Beau Tillinghast | Oct 17, 2023 | Charlie's Corner
When it comes to leadership transitions, effective communication plays a critical role. It serves as a powerful tool that facilitates the successful implementation of new ideas and strategies, fosters team cohesion, and ensures that stakeholders are continuously...
by Beau Tillinghast | Oct 12, 2023 | Financial Planning
Understanding your Social Security benefits is an important part of retirement planning for many Americans. Eligibility for Social Security benefits based on your earnings record begins at age 62, so take the time to understand the rules to help you make the most of...
by Beau Tillinghast | Aug 31, 2023 | Retirement Planning
When it comes to claiming a pension, choosing between taking lifetime income or a lump sum is a crucial and complicated decision. There is no one-size-fits-all answer as it depends on your individual circumstances. In this article, we will explore the...
by Beau Tillinghast | Aug 29, 2023 | Estate Planning
A trustee is a crucial figure in managing and distributing assets held in trust for the benefit of the trust beneficiaries. The selection of a trustee is a decision that should consider various factors such as your individual preferences, the types of assets you want... by Beau Tillinghast | Aug 22, 2023 | Retirement Planning
It can be sad and overwhelming to lose a loved one, leaving you feeling lost. Along with the emotional cost, it can be challenging to develop an action plan when the unexpected happens. Fortunately, the Social Security Administration (SSA) offers survivor benefit...
