News
Tuesday December 7, 2021
Personal Planner
Bequests to charity are the most popular type of planned gift. A donor may retain assets during life and then leave a...More |
Savvy Living
Can you suggest some good resources that can help my spouse and I determine the best age to start collecting our Social Security retirement benefits?
Deciding when to start collecting your Social Security benefits can be one of the most complicated and consequential decisions in retirement. Depending on the age you start benefits, it may cost you and your spouse tens of thousands of dollars over your retirement. Doing your due diligence now is a very smart and responsible move.
Factors to Consider
You can claim Social Security benefits any time between the ages of 62 and 70. Each year you wait increases your benefits between 5% to 8%. However, there are other factors to consider to make...More |
Washington News
During the holiday season, the Internal Revenue Service and its Security Summit Partners warns consumers to protect themselves from potential identity thieves. This is a season for online shopping and an abundance of emails or texts from friends and family.
IRS Commissioner Chuck Rettig stated, "Do not let this be the most wonderful time of the year for identity thieves. The approach of the holidays and tax season increases risk for taxpayers and opportunities for criminals. We urge people to be extra careful with their personal and financial information during this period while shopping online or getting suspicious emails or text. Taking a few simple steps can keep people from becoming...More |
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