financial planning

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Understanding Your Social Security Retirement Benefits

Virtual Presentation

This presentation will discuss the financial considerations to be made when deciding to take your Social Security Benefits and emphasize the importance of proper timing. Many Americans think Social Security is simple and straightforward, often it is not. Just recently, a bipartisan budget act made some significant changes to Social Security laws about claiming retirement […]

Asking the right questions: an inclusive approach to estate planning

Virtual Presentation

We often make the mistake of thinking that estate planning is for someone else. Someone older, someone with more money, someone with children, or someone with a complicated family situation. However, everyone can benefit from creating an estate plan regardless of their age or net worth as a Will or a Trust gives you control […]