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 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...
by Beau Tillinghast | Jun 13, 2023 | Retirement Planning
As you approach retirement, it is important to consider strategies for minimizing your tax bill. There are a variety of tax deductions and credits available for retirees, and taking advantage of them can help you stretch your retirement savings further. Here are some...
