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...
Financial Planning, Life Events
Wouldn’t it be great if there was a financial firm that understood your journey in life and could help you create a financial plan to fulfill that journey? Well, look no further. Introducing, life stage planning – planning that meets you where you are and helps you...
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...
Market Events, Retirement Planning, Tax Planning
While the Federal government has extended tax filing and 1st quarter estimated payment deadlines to July 15th, not all states have complied with this extension. For instance, on April 2, 2020, the state of Kansas announced that they will now be moving their 1st...
Estate Planning, Family and Finances
When you are adjusting to life as a new parent, estate planning is unlikely to be at the top of your to-do list. You are probably preoccupied with matters such as car seats, pediatricians, and child care options, all while trying to sneak in a bit of sleep. But...
