by Jake Ness | Dec 26, 2023 | Retirement Planning
Retirement is a time when people might be able to finally sit back and relax. The years spent working hard and diligently saving have finally come to a halt. We all dream about how we will spend our golden years – perhaps traveling, pursuing a long-lost hobby, or...
by Jake Ness | Nov 30, 2023 | Retirement Planning
Social Security is a government program that provides retirement, disability, and survivor benefits to eligible individuals. It serves as a vital source of income for retirees, providing financial security in their later years. However, many individuals may not be...
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...
