Tag: family benefits

Financial Planning: Helping You See the Big Picture

Financial Planning: Helping You See the Big Picture Do you picture yourself owning a new home, starting a business, or retiring comfortably? These are a few of the financial goals

Medicaid Liens and Estate Recoveries

What are Medicaid liens and estate recoveries? Federal law encourages states to seek reimbursement from Medicaid recipients for Medicaid payments made on their behalf. There are two types of cost-recovery

How can I get an estimate of my Social Security benefits?

The easiest way to get an estimate of your future Social Security benefits is to use the benefit calculators available on the Social Security Administration’s website, www.ssa.gov. You can

Social Security Claiming Strategies for Married Couples

Deciding when to begin receiving Social Security benefits is a major financial issue for anyone approaching retirement because the age at which you apply for benefits will affect the amount

The Sandwich Generation: Juggling Family Responsibilities

  At a time when your career is reaching a peak and you are looking ahead to your own retirement, you may find yourself in the position of having to

The Traits of a Good Investor and How Women Can Make the Most of Them

Women are increasingly taking responsibility for managing their own money. That includes those who in the past may have left investing to a spouse because they were busy raising a

Social Security: What Should You Do at Age 62?

Is 62 your lucky number? If you’re eligible, that’s the earliest age you can start receiving Social Security retirement benefits. If you decide to start collecting benefits before your full

The Retirement Income Gender Gap – Dealing with a Shortfall

When you determine your retirement income needs, you make your projections based on the type of lifestyle you plan to have and the desired timing of your retirement. However, you

Introduction to Estate Planning

What is estate planning? Simply stated, estate planning is a method for determining how to distribute your property during your life and at your death. It is the process

Understanding Social Security

Over 59 million people today receive some form of Social Security benefits, including approximately 38 million individuals age 65 or older. (Source: Fast Facts & Figures About Social Security, 2011)