March 21, 2017
When should you apply for benefits? Consider a few factors first.
Now or later? When it comes to the question of Social Security income, the choice looms large. Should you apply now to get earlier payments? Or wait for a few years to get larger checks?
Consider what you...
March 6, 2017
Instead of just spending the money, you could plan to pay yourself.
About 70% of taxpayers receive sizable refunds from the Internal Revenue Service. Just how sizable? The average refund totals about $2,800.1
What do households do with that money? It varies. Last year, c...
March 1, 2017
Let’s explore options from three sources where a surviving spouse may be eligible to collect a pension or income based on their deceased spouse’s eligibility. Veterans’ Survivor Pension, Social Security and retirement plans.
Veterans’ Survivors Pension Eligibility Overv...