Clients could be unknowingly sabotaging their Social Security
Filing at the wrong age and failing to take advantage of programs like spousal and survivor benefits are just a few common mistakes seniors make.
Trusts
Myth: Life insurance is not taxable
While proceeds from life insurance are not subject to income tax, there are other taxes that will apply. But there are steps to take to avoid those liabilities too.
How to plan (or not) for Social Security in retirement
Most people, particularly younger clients, worry that they will not be able to get their Social Security benefits by the time they retire.
