Blog Posts in November, 2024

You regularly check the balances of your retirement, bank, and investment accounts. But when was the last time you checked the beneficiary designations on these accounts (and really, all the other ...

Enriching Life with a Third-Party Special Needs Trust A special needs trust (SNT) allows an individual to provide for a disabled beneficiary without jeopardizing the beneficiary’s eligibility for ...

Stereotypes surrounding “only child syndrome” have largely been debunked, as recent studies show that only children, on average, develop social skills similar to those of children with siblings. ...

The Social Security Administration (SSA) has officially released its annual cost-of-living adjustment (COLA) figures for 2025. These newly issued numbers will have an impact on monthly Social Security ...

The Social Security Administration (SSA) advises you to apply for retirement benefits three months before you want your benefits to begin. Even if you have no plans to receive retirement benefits, you ...