By Stewart Koesten Your need for life insurance changes as your life changes. When you’re young, you typically have less need for life insurance, but that changes as you take on more responsibility and your family grows. Then, as your responsibilities once again...
By Patrick Amey The Bipartisan Budget Act of 2015 brought significant changes to the way individuals and couples can claim their Social Security benefits. The bill’s intent is to close claiming “loopholes” that allow people to use a combination of claiming strategies...
By Jamie Bosse Will you be blowing out 62 candles on your birthday cake this year? If so, you are probably being bombarded with information regarding whether or not you should file for Social Security benefits now, wait until full retirement age, or postpone beyond...
By Joni Lindquist I recently saw a good article by Aimee Picchi on CBS MONEYWATCH about the five mistakes people make when filing for Social Security. According to a study by Mass Mutual, people lack knowledge regarding Social Security. As Picchi suggest, this isn’t...
By Joni Lindquist I’ve seen several articles recently about people living longer in this country, which means we will need a larger nest egg for retirement. David Harrison’s article in the Wall Street Journal provided some compelling statistics. Harrison outlines a...
