Professional advisors are asking clients about health in more detail and more often: the client’s personal health, as well as that of their spouses/partners and any dependents they may have (this could be kids or elderly parents...Read More
Welcome to the Planning for Good Blog.
Here you will find answers to FAQs, my best tips, and insight into hot topics. Get a taste of my thought process when giving financial advice.
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Divorce can be an emotional rollercoaster, and because of its unique challenges, you can find countless articles online about how to get through it. That’s not my goal here. Below you’ll find some of the commonly overlooked...Read More
You insure your most valuable assets like your home, your car and your life. Most people would agree that they’re worth protection; however, disability income (DI) insurance is something people tend to be less certain about....Read More
Losing a spouse is difficult, but it can be comforting to know that Social Security survivors benefits could help keep your financial house in order in the years ahead. To maximize the amount you receive in survivors benefits, however...Read More
If you are divorced, you may be aware that you can potentially claim retirement benefits on your ex-spouse’s earnings record. As a divorcee, you may be eligible to receive a spousal benefit equal to 50 percent of what your...Read More
Single, childless retirees who never married have age based filing strategies available for claiming Social Security benefits: Claim reduced benefits as early as age 62, and receive a reduced monthly benefit for life. Wait to claim...Read More
If you’re married and thinking about retirement, you should consider the strategy you use to file for Social Security benefits carefully. The age at which you and your spouse begin collecting benefits will affect not just the...Read More
Retirement saving is not on most Millennials’ list of top priorities. But if they continue to delay saving for it, they may not be able to retire until well into their 70s. Despite current expenses like student loans and credit...Read More