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, Life Events, Retirement Planning
Social Security benefits can be confusing for a divorced individual. There are several important and unique issues that must be considered before filing a claim to collect Social Security benefits. To help make the analysis easier, we have created the “Am I Eligible...
Family and Finances, Health Care, Life Events
In most cases, determining Medicare eligibility is a straightforward process. Nevertheless, it is important to review each client’s unique circumstances in order to make an accurate determination and to identify their available options. To help make this analysis...
College Planning, Family and Finances, Financial Planning
Income-Driven Repayment (“IDR”) Plans can be an attractive option for federal student loan borrowers. These plans can make monthly payments more manageable, and offer forgiveness after a term of years. Eligibility depends upon a variety of factors, and must be...
