Our 2026 Social Security Quick Reference Guide contains lots of handy facts and figures in an easy-to-read format. Information includes cost-of-living adjustments, a breakdown of actuarial reductions, Medicare premiums, and more.
Facing the Loss of a Spouse Is Overwhelming. This Free Guide Can Help You Take the Next Steps.
Inherited IRA rules have become increasingly complex, particularly with the evolving regulations on distributions. To help you navigate these challenges, we’ve developed the “What Issues Should I Consider When Inheriting a Traditional or Roth IRA?” checklist. This comprehensive guide equips you with the essential planning insights needed when inheriting a Traditional or Roth IRA, helping to align distributions with your broader financial goals.
This quick reference guide provides concise, objective, and easy-to-understand information about Medicare and its many complexities. Each side includes critical information about insurance choices, when to apply, premiums and deductibles, and references to other resources to make healthcare planning more efficient and effective.
Our annually updated Social Security Quick Reference Guide contains lots of hand facts and figures in an easy-to-read format. Information includes cost of living adjustments, a breakdown of actuarial reduction, Medicare premiums, and more.
Keeping track of one’s beneficiaries isn’t always an easy task. Relationships change over the years, and individuals often forget to review their beneficiaries in light of new planning goals. Furthermore, many individuals aren’t aware that their current beneficiary setup may not be as equitable or efficient as they had intended.