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Advisor's Commentaries, Publications, and News

Social Security Survivorship Planning Thumbnail

Social Security Survivorship Planning

Survivorship planning is one of the most important aspects of Savvy Social Security Planning. It starts with the basic understanding that if both spouses are receiving Social Security and one spouse dies, the surviving spouse starts receiving the higher of the two benefits and the other benefit stops.

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Planning Your Legacy: Where to Start  Thumbnail

Planning Your Legacy: Where to Start

Anyone who’s lived a full, rich life has the potential to leave a vast legacy in the form of stories, letters, photographs, and teachings. But where do you start? How do you begin to harness the knowledge and experience of your life and arrange it in a form that will live on after you’re gone?

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