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 [...]
Long Term Care
Many Americans have a blind spot when it comes to retirement planning: long-term care costs. Even though the majority of Americans will at some point need long-term care, few are [...]