Family and Finances, Life Events, Retirement Planning
Social Security survivor benefits present an important source of income for many of your clients. But there are several important and unique issues that must be considered for any client that has recently lost their spouse or ex-spouse, before filing a claim to...
Family and Finances, Financial Planning, Life Events
Becoming a caregiver for aging parents can be a drain emotionally and can carry financial ramifications both for parents and for the caregiver children. Helping to understand and manage the financial issues involved can make the situation a bit easier for all. In...
Family and Finances, Life Events
This checklist covers 26 of the most important planning issues to identify and consider when you are going through a divorce. It’s structured as follows: Cash Flow Issues Asset & Debt Issues Insurance Planning Issues Tax Planning Issues Long-Term Planning Issues...
Estate Planning, Family and Finances
This checklist covers 18 of the most important planning issues to identify and consider before updating your estate plan. It’s structured as follows: Beneficiary & Fiduciary Issues Assets & Property Related Issues Minors & Children Related Issues Other...
Family and Finances, Financial Planning
When interest rates decline, mortgage refinancing becomes a particularly popular topic. However, there are several other good reasons for you to consider refinancing, including an increase in credit score or home value, or the availability of more favorable loan...
Family and Finances, Financial Planning, Health Care, Retirement Planning, Tax Planning, Tips and Tricks
The HSA contribution rules are generally straightforward. However, the rules can become complicated in years when there will be a change to healthcare coverage. Perhaps an investor is moving from individual to family coverage, or they are leaving their health plan, or...
