Money in Motion Moment: Divorce
Don’t Let Divorce Devastate Your Retirement. Did you know that August through September is one of the peak seasons for filing for divorce (after March)? While it’s not a [...]
Money in Motion Moment: Kids in College
With summer winding down and as many of our clients are getting their kids ready to go back to school, we are frequently asked, “What’s the smarter choice for [...]
Money in Motion Moment: 70½ Birthday
You probably don’t think much (or ever) about your half birthday, but did you know that turning 70½ really is a big deal? Generally, you are required by the [...]
Domestic Partnerships
If you have worked and earned sufficient income, you are eligible for Social Security benefits, which include retirement. If you pass away, Social Security also allows for survivor's benefits [...]