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Financial & Estate Planner
November 15, 2024
Certified Financial & Estate Planner (CFP) Certification, training, and experience The central goal of a CFP is to develop a financial plan based on the client's financial circumstances and objectives. The Certified Financial Planner Board of Standards issues the CFP certification. Certified Financial Planners (CFP) are awarded to financial planners who meet specific professional criteria,…
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Estate & Trust Lawyers
November 15, 2024
In general, estate and trust lawyers assist their clients with planning where their assets will go after death and under what terms and conditions. The larger the estate, the more extensive the legal work becomes and the higher the legal fees. Types of Estate and Trust Lawyers Estate and Trust lawyers also go by Wills…
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Drawing From Retirement Funds: What You Need To Know
November 15, 2024
Best Time To Start Drawing From Your Retirement Accounts The Progressive Draw Down Q. I am 62 and have spent the last forty-five years saving for retirement. I plan on retiring in about five years. Still, I am told that I must be careful when and how I take out my money from my retirement…
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Earnings and Social Security Retirement Benefits: What You Need to Know
November 15, 2024
You are permitted to collect Social Security retirement benefits while you are employed. Your earnings, in and after the month you reach your full retirement age, will not affect your Social Security benefits. However, the Social Security Administration (SSA) will reduce your benefit amounts if your earnings exceed a certain amount in the months before…
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When To Claim Social Security: Key Strategies & Timing Tips
November 15, 2024
When To Claim Social Security Retirement? Q. I was under the impression that when you reach a certain age, you have the right to begin receiving Social Security benefits and that the earlier the age, the less you receive by way of benefits. This seemed relatively simple, but I have recently been told there exist…
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