Top Considerations for Choosing Pension Benefits

Ask yourself the question, if you passed early in your retirement, would your choices leave your spouse enough income to live comfortably and cover the increasing costs of healthcare? Choosing a spousal benefit that will protect your spouse in case something unexpected happens is extremely important.

By |2018-10-15T14:46:28+00:00November 22nd, 2017|Blog, Resources|0 Comments

10 Least Tax-Friendly States for Retirees 2016

Retirees have special concerns when evaluating state tax policies. For instance, the mortgage might be paid off, but how bad are the property taxes--and how generous are the property-tax breaks for seniors? Are Social Security benefits taxed? What about other forms of retirement income--including IRAs and pensions? Does the state impose its own estate tax [...]

By |2018-10-15T17:53:39+00:00July 10th, 2017|Resources|0 Comments