by Kevin | Feb 9, 2022 | All
With tax time approaching, some of you have asked if the social security payments you receive are taxed. The answer is yes if your annual income is above a certain amount when you’re receiving those payments, and because the income threshold is relatively low, it’s...
by Kevin | Feb 1, 2022 | All
We often think of retirement in terms of years, and we muse that there isn’t enough time left in our lives to do all the things we planned on doing when we no longer had to work. That same thought of ‘not enough time left’ also comes to mind when we lose some of our...
by Kevin | Jan 24, 2022 | All
We often get asked questions about the best time a widow or widower should collect the survivor social security benefits they become entitled to. This week’s article may help you understand the process of applying for those benefits, and to know what information you...
by Kevin | Dec 29, 2021 | All
Over the past few weeks we’ve reviewed some things to think about regarding providing for your family’s future and protecting what you’ve worked for. As we enter the New Year, there are also strategies you can think about putting in place that will pass on your...
by Kevin | Dec 21, 2021 | All
The pandemic and its impact has created a lot of unexpected events, changed the markets and caused each of us to adapt. Now is a good time to review how your needs may have already changed, or how you now understand they may change in the future. To get started, ask...
