Schedule Your Complimentary Review
If you’re getting Social Security retirement benefits, some members of your family may also qualify to receive benefits on your record. Your ex-spouse or spouse may receive a monthly payment of up to one-half of your retirement benefit amount if they qualify. These Social Security payments to family members will not decrease the amount of […]Continue reading
There are many benefits of being self-employed, but sometimes it can feel as though there are just as many hindrances. Many owners consider staying abreast of tax laws and changes tedious and frustrating, so partnering with an expert is generally in your best interest. If you’re looking for some positives, consider these deductions to help […]Continue reading
Happy New Year! It’s a new year, a new you, and a new time to do things differently—like your taxes. Tax-filing season is officially here, and there are many things you can do to be prepared and organized. Here are a few simple tips that can help you save time, stress, and money: Decide […]Continue reading
Small businesses need suitable types of insurance to protect assets against damage and legal claims. While most business owners hope they’ll never have to rely on insurance, the truth is, it’s an essential investment. It could make the difference between closing up shop and healthy business longevity. Workers’ Compensation: This coverage is required in most […]Continue reading
The Internet is your entrance to the marketplace for the world from the comfort of your home or office. There are safety concerns to address when it comes to identity theft and fraud because organized identity theft groups constantly try to remotely load spyware, malware, Trojan horses, and botnets on victim computers. These programs transmit […]Continue reading
If you’re one of America’s 64 million Social Security beneficiaries, you might want to prepare yourself for a significant pay raise. According to the Social Security Administration, the annual cost-of-living (COLA) benefits increase starts with the year you turn 62, and the COLA increase announced in October was 5.9%. Continued inflationary pressure as the […]Continue reading
It’s important to budget and keep your numbers in check throughout the year. Too often, we can get sidelined, and before we know it, we’re no longer moving in the right direction. Use the checklist below to get back on track before the calendar flips us into 2022. Is your holiday budget out of […]Continue reading
The new year is almost upon us! As you flip the calendar on January 1, you should mark some important deadlines to keep you on track: January 1st:Medicare Coverage starts – assuming you’ve paid your premium 1st:Annual Medicare Advantage Open Enrollment begins 15th:Deadline for Q4 2021 estimated tax payment February Click here for a […]Continue reading
It’s Long-Term Care Awareness Month, and it might also be time for you to purchase your insurance policy. Insurance can be costly and confusing, but it’s also necessary to avoid wiping out your retirement savings. Knowing what you need to buy and the best time to purchase is crucial. Consider this: The national […]Continue reading
According to a February 2021 Barron’s article, there will be 60% more elderly population by 2030. That’s less than a decade away, which means now could be the time to talk about care planning. If you’re an annuity owner, chances are you’re either part of the 79% that see it as a resource to avoid […]Continue reading
