Restricted Social Security Application

As we approach the end of the year and focus ahead on 2019 financial planning needs, we wanted to remind you of an important planning tool which will soon be phased out. The underused and not well-known social security planning technique has to do with filing a...

Are You Prepared to Care for an Aging Parent?

There’s no denying it: your parents are getting older. The people who took care of you now need your care. They will need help making decisions about their health care, plus their personal and financial matters. Maybe you already began taking on that responsibility...
Comparing Financial Aid Options

Comparing Financial Aid Options

College tuition costs have continued to rise tremendously over the past few decades, and rising costs can have a hefty impact on payment strategies. Families tend to utilize a combination of tools for college expenses that include at least some of the following:...
Maximizing Tax Deductions & Credits for 2017

Maximizing Tax Deductions & Credits for 2017

There’s a number of potential deductions and credits that can be used to your advantage when filing your taxes. There’s  the possibility that some people may have overlooked some of these deductions in the past. As we highlight a few of the more broadly available...