Developing the right portfolio of insurance products is an essential step toward a comprehensive financial program or estate planning.
Insurance Services
Insurance Services
Developing the right portfolio of insurance products is an essential step toward a comprehensive financial program or estate planning.
Check our very informative educational video page. Here you can watch and learn some valuable information about financial and insurance services.
Educational Videos
Educational Videos
Check our very informative educational video page. Here you can watch and learn some valuable information about financial and insurance services.
Not married? Here are strategies to help you maximize your Social Security benefits. Key takeaways ✔ The longer you delay Social Security, the higher your monthly benefits. ✔ Divorced: Your benefit can be based on your ex-spouse’s work history. ✔ Widowed: Consider claiming survivor’s benefits or your own, and switch later. ✔ Consider all your income sources when making a decision on Social Security. Figuring out when and how to take Social Security can be a complicated decision, even if you are single. Here are some strategies to consider to help make the most[...]
Most people expect to spend less money after they retire. But that might not be the case -- at least not at first. Spending rose for more than half of taxpayers during the first three years after claiming Social Security, according to a report based on tax data and analyzed by economists at the Investment Company Institute and the IRS. Those with lower incomes were most likely to be spending more than they were pre-retirement. Middle-income earners spent about the same, and the higher-income earners spent slightly less. The report didn't measure actual spending, but how much income an [...]
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