Archive | Estate Planning

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3 Financial Planning Tasks for a Snow Day

These three financial planning tasks can make your snow day very productive. After shoveling the walk and building the snowman, try to complete one or two of these tasks. You know you’ve put them off. So why not take advantage of the snow day to get them done once and for all. 1. Obtain and […]

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5 Tips to Claim the Most Social Security Over Your Lifetime

Are you thinking of retiring and trying to figure out how to maximize your Social Security benefits over your lifetime?  Glance through these five tips and you’ll be in a better position to understand how you can claim the biggest lifetime benefit based on your (and your spouse’s) work history. For a bit of history, […]

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