Financial Planning

Social Security Cards

Supercharging Social Security Benefits

Seventy somethings are more active than ever but many worry about outliving their money or having a health concern that puts their future at risk. If you’re in your seventies you need to know the lifestyle you can afford and how you’ll create the “paycheck” to pay for it. Here’s our list of top financial tips to get on track in your seventies. (3)

Estate Planning: Gifting Techniques

Sure, wealthy families engage in complex estate planning techniques to minimize estate tax, but they don’t overlook simple opportunities. Here are two popular and simple techniques to reduce your estate and some important pitfalls to avoid…