FINRA offers tips on what to do when you can’t make ends meet due to job loss or being forced to work without pay (what used to be considered illegal). Job Interrupted—A To-Do List for Tough Times “Many of us can identify with the plight of the furloughed federal worker. That’s because we have experienced…
Month: January 2019
Mistakes to avoid when claiming Social Security Retirement Benefits
This is one of the best articles I’ve read about factors to consider when claiming SS retirement benefits. It is critical to focus on SS as longevity insurance and recognize that each individual and each couple is different. There is NO one size fits all answer to when to claim SS. Although targeted at CPAs,…
Do you have a child with special needs?
“Clients who have a child with special needs face ‘a special set of financial considerations,’ writes Brooke Hawley, a financial adviser and mother of a child living with special needs. The most important thing to do, according to Hawley, is set up a special needs trust in the child’s name.”Check out this excellent article: https://www.wealthmanagement.com/client-relations/speaking-experience-financial-planning-special-needs-families…