Our Latest Thoughts & Industry Updates

Let your clients and contacts know about what a big job retirement strategy represents, and what a help you will be in setting it into motion. Factoring in longevity is a big part of that.

Did you know that you can claim a spousal benefit for social security? We detail a few important situations where you can claim spousal benefits for social security, even if you're widowed or divorced.

Social Security has a history as old as humanity itself. But what does Social Security look like in the United States, and more importantly, what does the future of Social Security look like? In this article, we review the past, present, and future of this important program.

How has your retirement strategy changed over time? This article explains several types of retirement strategies, and explains several of the factors to consider as you plan for your golden years.

Helping your clients with the year-round effort to maintain your tax strategy.

You’ve probably been hearing about “The Great Resignation” as more Americans than ever are leaving their jobs. We examine why this is happening in our latest informative article.