Search


- Mar 2
Federal Employees Retirement System (FERS) Supplement or Special Retirement Supplement (SRS)
Federal Employees Retirement System (FERS) Supplement, also known as the Special Retirement Supplement (SRS), is a payment made to eligible


- May 6, 2022
What Issues Should I Consider If My Spouse Passed Away?
What Issues Should I Consider If My Spouse Passed Away? 29 of the most important planning issues


- May 4, 2022
Should I take my pension as a lump sum?
Should I take my pension as a lump sum? Although increasingly rare, employer pensions can make up a considerable portion of our clients’ exp


- Mar 29, 2022
When should I claim Social Security?
Social Security should NOT be a conversation in its own silo. There are many factors that need to be considered.


- Jan 31, 2022
What issues should I consider before I update my Estate Plan?
This checklist covers 19 of the most important planning issues to identify and consider for a client before updating their estate plan.


- Jan 31, 2020
Creating a Retirement Strategy
Across the country, people are saving for that "someday" called retirement. Someday, their careers will end. Someday, they may live off thei


- Jan 23, 2020
Ways to Fund Special Needs Trusts
If you have a child with special needs, a trust may be a financial priority. There are many crucial goods and services that Medicaid and Sup


- Jan 21, 2020
When Alzheimer's Disease Is Diagnosed
Imagine the outlook for your life changing in minutes. A diagnosis of Alzheimer's disease can be that stunning. If your parent is diagnosed


- Jan 15, 2020
Protecting yourself from potential calamity.
Cybercrime affects both large corporations and private individuals. You've likely read about the large data breaches in the business world.