3 min read
Michael Callahan: Feb 23, 2022
Whether you’re currently married, divorced or widowed, your marital status may affect your Social Security planning in several ways. Marriage doesn’t change the amount of the retirement benefits you’ve earned; your benefit is based entirely on your...
Read More
3 min read
Michael Callahan: Feb 11, 2022
Full retirement age doesn’t necessarily have anything to do with when you stop working. Many people retire long before reaching their FRA, or...
4 min read
Michael Callahan: Feb 11, 2022
Can you count on at least $3,000 a month, or should you be planning on a monthly retirement benefit that’s closer to $2,000? What about your spouse’s...
3 min read
Eric Sachetta: Feb 10, 2022
The start of a new calendar year always brings changes to the tax code. This year, new retirement plan distribution rules took effect on January 1st...
3 min read
Stephen Ahern: Feb 05, 2022
As we move into tax season and everyone starts scheduling their annual sit-down with their advisors, tax planning for retirement needs to be part of...
3 min read
Joseph Sachetta: Jan 21, 2022
A well-crafted estate plan helps you prepare for any number of possibilities—just like insurance does. In addition to having conversations around...
4 min read
Michael Callahan: Jan 11, 2022
“When should I claim Social Security?” is one of the top retirement planning questions that clients have for their financial advisors. It’s...
4 min read
Michael Callahan: Jan 11, 2022
About 180 million American workers are covered by Social Security, and an estimated 65 million people receive Social Security benefits every month....
3 min read
Stephen Sachetta: Jan 07, 2022
Parents start worrying about how to pay for college from the moment their kids are born. Considering a four-year education at a private school...
3 min read
Michael Callahan: Jan 05, 2022
Opening your first paycheck and being dismayed by the amount is a rite of passage for young workers. FICA taxes sure can take a big bite out of your...