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Do you need an estate plan?

Do you need an estate plan?

Who is estate planning for? You own something of value and it will pass to someone else upon your death. Do I need an estate plan? You already have one. The state created it for you already. If you don’t want to use theirs then you will need to get an attorney...
Let us help you plan for retirement

Let us help you plan for retirement

Retirement is exciting and daunting at the same time. Here are some typical concerns when planning for retirement. “I don’t know the tax consequences of taking money from our retirement accounts” “When do we file for social security?”...
Quick facts about Social Security

Quick facts about Social Security

Considering retirement? Wondering what your options are and when? Here are some quick facts about what to consider when looking at Social Security. Everyone who has worked 40 credits in American is eligible for Social Security. A credit is a quarter of one year and...