Managing Finances

Social Security

Social Security Updated: March 1, 2024 Social Security is a federal benefits program that provides supplemental income for: Qualified retired adults and their spouses; Surviving spouses or qualifying ex-spouse, minor and/or disabled children, and dependent parents; Workers with certain disabilities. The official name Old Age, Survivors, Disability Insurance Program is rarely used. Social Security is funded […]

Managing Finances with a Terminal Illness

Managing Finances with a Terminal Illness Updated: March 4, 2024 Although most people are reluctant to think about it, estate planning is a crucial part of end-of-life finances. While you may think of estate planning as a way to protect your assets for your heirs, it is also about financial management for yourself. As detailed […]

Retirement Accounts

Retirement Accounts Updated: February 28, 2024 Employer Sponsored Solo 401(k) Individual Retirement Accounts Inheriting Retirement Accounts Retirement accounts contain money that you have set aside to use once you are retired and must be funded with cash, a check, or a direct transfer from your bank.. What makes these accounts different from other investments is […]


Annuities Updated: February 20, 2024 Annuities are one of the ways to receive income when you are retired. It is  long-term agreement in which you (the owner or annuitant) transfer property or assets to a person or company (the obligor) in return for regular payments to you. Most annuities are protected from probate court, estate taxes, […]