Are You Aware of Them? The federal government offers some major tax breaks for older Americans. Some of these …
Retirement
Should We Reconsider What “Retirement” Means?
The notion that we separate from work in our sixties may have to go. An executive transitions into …
Getting (Mentally) Ready to Retire
Even those who have saved millions must prepare for a lifestyle adjustment. A successful retirement is not merely measured …
When is Social Security Income Taxable?
The answer depends on your income. Your Social Security income could be taxed. That may seem unfair, or unfathomable. Regardless …
How Millennials Can Get Off to a Good Financial Start
Doing the right things at the right time may leave you wealthier later. Provided by William J. Prentice II, AWMA®, …
New Department of Labor Fiduciary Rule
If you own an IRA or participate in a 401(k) plan, please read this document. The Labor Department has issued …
You Retire, But Your Spouse Still Works
That development may mean lifestyle as well as financial adjustments. Provided by William J. Prentice II, AWMA®, CFP®, CIMA® Your …
Did You Hear What Happened With Social Security?
Congress just eliminated two popular strategies used to get greater retirement benefits. Provided by William J. Prentice II, AWMA®, CFP®, …
Social Security Claiming Strategies
What can married couples do to increase joint lifetime benefits? Presented by William J. Prentice II, AWMA®, CFP®, CIMA® What is …
Financial Planning with Health Insurance in Mind
How much might health care cost you someday? Provided by William J. Prentice II, AWMA®, CFP®, CIMA® “Financially speaking, what …