Are you one of those people who shrug off the thought of Social Security because retirement seems light-years away? Think again. Planning for your Social Security benefits isn’t just a task for the golden years—it’s something you should be doing now. Let’s dive into why.
It’s common for physicians to graduate from medical school with hundreds of thousands of dollars in debt. This can create financial stress at a time that typically has many other financial and familial obligations. A sensible strategy begins with understanding the type of debt, evaluating various repayment plans, and making informed financial trade-offs to expedite the repayment process.
Planning for dementia is part of your estate planning. When did you last update your estate plan? Have the people named in your documents already passed? What about beneficiaries?
Presidential elections tend to heighten uncertainty in the markets, and we’re hearing from clients looking for advice on navigating the prospect of a Trump-Biden rematch and a second term for whoever emerges victorious in November.
You have been married for 30 years, your kids have flown the nest, and retirement is on the horizon. Life is unfolding as planned until, unexpectedly, divorce papers land on your table. In your late fifties, you find yourself wondering, “Now what?”
What is the “Sandwich Generation?” The Merriam-Webster Dictionary defines it as “a generation of people who are caring for their aging parents while supporting their own children.”
Recent Comments