Will You Avoid These Estate Planning Mistakes?
May 27, 2022
Many people plan their estates diligently, with input from legal, tax, and financial professionals. Others plan earnestly but make mistakes that can potentially affect both the transfer and destiny of family wealth. Here are some common and not-so-common errors to avoid during estate planning. (more…)
Tags: Certified Financial Planner Charlotte NC, Estate Planning, financial advisor, Investments, Personal Finance, retirement, Retirement Planning, Retirement Tax Savings, social security
Before You Claim Social Security
Mar 2, 2022
Whether you want to leave work at 62, 67, or 72, claiming the retirement benefits you are entitled to by federal law is no casual decision. You will want to consider a few key factors first before taking social security. (more…)
Tags: financial advisor charlotte nc, Investment Portfolio, Retirement Planning, social security
The Social Security Administration Announces 2021 COLA
Oct 30, 2020
On October 13, 2020, the Social Security Administration (SSA) officially announced that Social Security recipients will receive a 1.3 percent cost-of-living adjustment (COLA) for 2021. This adjustment will begin with benefits payable to more than 64 million Social Security beneficiaries in January 2021. Additionally, increased payments to more than 8 million Supplemental Security Income (SSI) beneficiaries will begin on December 31, 2020. (more…)
Tags: Certified Financial Planner Charlotte NC, Family Wealth, Personal Finance, Retirement Planning, Retirement Tax Savings, social security, Tax Advantages, Tax Planning
Social Security Questions to ask Before Claiming
Aug 17, 2020
Determining when to take Social Security benefits is a complicated financial decision. Here are a few things to think about and discuss with your financial professional. (more…)
Tags: Family Wealth, financial advisor, Income Planning, Personal Finance, Retirement Planning, social security
Three Key Questions to Answer Before Taking Social Security
Jul 12, 2019
Social Security will be a critical component of your financial strategy in retirement, so before you begin taking it, you should consider three important questions. The answers may affect whether you make the most of this retirement income source. (more…)
Tags: Retirement Planning, social security
More Insights
Oct 2, 2023
As a business owner, you’re going to have to decide when will be the right time to step out of the family business and how you’ll do it. There are many estate planning tools you can use to transfer your business. Selecting the right one will depend on whether you plan to retire from the … Continue reading “Transferring Your Family Business”
Sep 29, 2023
Incapacity means that you are either mentally or physically unable to take care of yourself or your day-to-day affairs. Incapacity can result from serious physical injury, mental or physical illness, advancing age, and alcohol or drug abuse.
Sep 27, 2023
Bonds may not be as glamorous as stocks or commodities, but they are a significant component of most investment portfolios. Bonds are traded in huge volumes every day, but their full usefulness is often underappreciated and underestimated.
Sep 25, 2023
Life insurance has come a long way since the days when it was known as burial insurance and used mainly to pay for funeral expenses. Today, life insurance is a crucial part of many estate plans. You can use it to leave much-needed income to your survivors, provide for your children’s education, pay off your … Continue reading “Life Insurance and Estate Planning”
Sep 22, 2023
The specter of a U.S. federal government shutdown continues to loom this week as Congress has just 12 days to agree on a budget before the October 1 deadline. House Republicans released a temporary measure on Sunday which could push the deadline out another month, with the hopes of a final solution coming in the … Continue reading “Government Shutdown Looms, Stocks Say ‘Been There, Done That’”
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