Passing on Property

Passing on property can get tricky, and there are three types: Real Property, Personal Property, and Accounts. We’ll cover all of them and how to plan for each.

Medicare Parts

Medicare has Part A, B, C, & D. Each covers something different and each works in unique ways.

Social Security & Taxes

Are you taxed on your Social Security income? What taxes do you pay in retirement? How can you avoid high tax brackets during retirement?

Incapacity Planning

What happens if you become incapacitated and cannot make decisions for yourself? Incapacity planning allows you to decide how your finances and health will be managed.

Medicare Timelines

There are a lot of deadlines to worry about. Some have penalties, others don’t. We’ll go through each one and see which applies to you.

Social Security Timelines

Should you take Social Security benefits at age 62 – or wait until later? Learn more about catch-up contributions and other important milestones based on your ages and financial accounts.

Wills vs Trusts

Learn more about the differences between Wills and Trusts to understand which gives you the control you want over your assets.

Qualifying for Medicare

There are four ways to qualify for Medicare benefits. Most people know that turning 65 qualifies you for Medicare, but do you know the the other three ways?

Social Security Analysis

We’ll put together a full Social Security Analysis giving you different strategies of when to file. We’ll compare break even points and, if you have a spouse, show you how to maximize your benefits.

What is Estate Planning?

Estate Planning is much more than simply choosing where your assets go upon death. There are four main pillars to a solid estate plan.