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Mar 2, 2023
Federal Employees Retirement System (FERS) Supplement or Special Retirement Supplement (SRS)
Federal Employees Retirement System (FERS) Supplement, also known as the Special Retirement Supplement (SRS), is a payment made to eligible
May 6, 2022
What Issues Should I Consider If My Spouse Passed Away?
What Issues Should I Consider If My Spouse Passed Away? 29 of the most important planning issues
May 4, 2022
Should I take my pension as a lump sum?
Should I take my pension as a lump sum? Although increasingly rare, employer pensions can make up a considerable portion of our clients’ exp
Mar 29, 2022
When should I claim Social Security?
Social Security should NOT be a conversation in its own silo. There are many factors that need to be considered.
Jan 31, 2022
What issues should I consider before I update my Estate Plan?
This checklist covers 19 of the most important planning issues to identify and consider for a client before updating their estate plan.
Jan 31, 2020
Creating a Retirement Strategy
Across the country, people are saving for that "someday" called retirement. Someday, their careers will end. Someday, they may live off thei
Jan 23, 2020
Ways to Fund Special Needs Trusts
If you have a child with special needs, a trust may be a financial priority. There are many crucial goods and services that Medicaid and Sup
Jan 21, 2020
When Alzheimer's Disease Is Diagnosed
Imagine the outlook for your life changing in minutes. A diagnosis of Alzheimer's disease can be that stunning. If your parent is diagnosed
Jan 15, 2020
Protecting yourself from potential calamity.
Cybercrime affects both large corporations and private individuals. You've likely read about the large data breaches in the business world.