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Advisor's Commentaries, Publications, and News

10 Common Medicare Questions Answered Thumbnail

10 Common Medicare Questions Answered

Most everyone turning 65 has questions about Medicare. These ten questions address some of the most common sources of confusion around Medicare: When to sign up, what to do if you are still working, how much it costs, and more.

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Power of Attorney and Health Care Agent Thumbnail

Power of Attorney and Health Care Agent

If something were to happen to you and you could no longer make decisions about your legal, financial, or health matters, would anyone be able to stand in your place? If your answer is no, it may be time to set up a power of attorney and a health care agent to act on your behalf.

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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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