
Retirement Strategy: Money & Longevity
Let your clients and contacts know about what a big job retirement strategy represents, and what a help you will be in setting it into motion. Factoring in longevity is a big part of that.
Sign up for our Intentional Insights newsletter today!
Let your clients and contacts know about what a big job retirement strategy represents, and what a help you will be in setting it into motion. Factoring in longevity is a big part of that.
Did you know that you can claim a spousal benefit for social security? We detail a few important situations where you can claim spousal benefits for social security, even if you're widowed or divorced.
Brett Koeppel, a Western New York financial planner, recently sat down with Spectrum News to discuss market volatility, inflation, and how it might impact consumers.
If you find yourself with a bit of extra time on your hands in the upcoming months, you may want to use this time to check in with your family’s finances.
Do you know what each part of Medicare covers? Brush up on your Medicare basics to stay in control of your medical future.
Estate planning isn’t a fun topic to think about, but it’s important to have everything in order. Learn about some of the most important documents to include in your estate plan.