Latest News
Non-spousal Inherited Retirement Accounts: What are the Options?
Spouses are usually the primary beneficiary on retirement accounts; however, there comes a time when those accounts are left to a non-spouse. So what are the options? Well, the options vary based on the type of account. Read article here……
Neurodiversity Workforce Brigade
The Neurodiversity Workforce Brigade employs thousands of adults with neurological conditions that often are impediments to mainstream employment. Most of these individuals were on one of the government benefit programs, Social Security Disability Income (SSDI) or Supplemental Security Income (SSI).…
The Top 25 Cities in Which to Retire
WalletHub recently reviewed top-rated U.S. cities of the 150 most populated in which to retire and released their top 25 picks. Read article here… Notice: The link provided in the text above connects readers to the full content of the referenced article. The URL…
The Military’s New Blended Retirement System
On January 1, 2018, the new military pension plan called the Blended Retirement System will take effect. This is the first major change to military retirement since World War II. Read article here… Notice: The link provided in the text above connects…
Is Your Business Your Retirement Plan?
Majority of small-business owners plan to sell their company to fund 60 percent to 100 percent of their retirement according to CNBC and the Financial Planning Association; however, very few are aware of its true value. Read article here… Notice: The link…
Is Waiting to Claim Your Social Security Benefit at 70 Really Worth It?
If you are considering waiting to claim your Social Security benefits at 70 in an effort to maximize individual or spousal benefits, you may want to read the attached article to see if it’s really worth it. Read article here… Notice: The…
Top One Percent of Americans Families have $1.08 Million or More Stashed Away for Retirement
The top one percent of American families had $1.08 million or more stashed away for retirement in 2013 according to the Economic Policy Institute (EPI). Read article here… Notice: The link provided in the text above connects readers to the full content…
Retirement Redo
Have you ever wished that you could travel back in time to change something? Have you found yourself thinking is this really how retirement is going to be? No, it does not have to be that way and there are…
Complete Your Pre-Retirement Checklist
It is important to make sure you are ready for retirement. By starting the decision-making process early, it will give you plenty of time to double-check yourself, think up alternatives, and generally be sure that you are making the best…
Why People Decide Not to Delay Taking Their Social Security Benefits
More people claim their benefits when they turn 62 than at any other age, even though the way that Social Security is structured offers enhanced benefits to those who wait until age 66, but many people choose not to wait.…