Articles

Social Security Q&A

I regularly get questions regarding Social Security qualification and benefits, especially disability benefits. Today, we will go through a few of the more common questions that you may have about your Social Security. Q: I applied for a replacement Social …

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Savvy Buying Investment Real Estate

You have your CDs, stocks, bonds, mutual funds and other investments. You want to diversify your investments more with real estate. There are some real deals out there in the current bargain market. Just like with any other investment, with …

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Putting your Financial House in Order in April

If you haven’t heard already, April is National Financial Literacy Month. You should expect to hear more about financial and estate planning during this month. The goal of Financial Literacy Month is to “alert, educate, motivate and assist the American …

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Reasons to do Estate Planning

As of January 2, 2013, the Federal estate and gift tax exemption amount has been permanently increased. If you pass away in 2013 and your lifetime and after-death transfers are under $5.125 million, your estate passes to your loved ones, …

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Planning Retirement With Social Security

Last week we talked about saving for retirement. Most people are aware that you need to save for retirement. However, it is a topic that is easy to brush aside to a later date. Although the subject is important, often …

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