You have worked for a long time, a long time, to get to this stage of life and perhaps you are not quite there yet but planning for it: Retirement. Congratulations! We are sure you have lots of plans for all the time you will now have. We don’t want your carefully laid plans to go awry, so, …
Regardless of how much is in your retirement accounts, Social Security is a major part of every retirement plan. Below you will find resources that will help you apply for the program and answer a lot of questions you may have. Download Guide
Are you preparing to join the roughly 15 percent of the United States population enrolled as Medicare beneficiaries? (AARP) We have pulled together resources for you to get informed and up to date on what Medicare will do for you and the enrollment process. Download Guide
You are getting married (or at least thinking about it)! Congratulations! We are sure there are plenty of people telling you what flowers are best, which bakery to get your cake from, and where to get your dress but has any one talked to you about applying for a marriage license or how com …
Getting divorced is stressful and we want to make sure that important emotional conversations don’t crowd out necessary conversations about finance, legal, and logistical issues. We have compiled some resources to keep you on track and prepared as you navigate this transition. Download Guide
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Nobody looks forward to paying their taxes and giving more money to Uncle Same, so why not implement these 10 easy tricks that could enable you to pay less in taxes? Download Guide
