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Thursday October 18, 2018

News

Thank you for your interest in Special Olympics. Our hope is to serve you and your family with helpful information. More

IRA and 401(k) Designated Beneficiary Options
Personal Planner
Each year, IRA and 401(k)s are subject to required minimum distributions (RMDs). Because the distributions start at just under 4% at age 71 and then slowly increase, many IRA and 401(k)...
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Social Security Benefits Increase by 2.8% in 2019
Washington News
The Social Security Administration recently announced the cost-of-living increase for Social Security benefits in 2019. The 2.8% increase is the largest boost in six years. The cost-of-living...
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How to Recognize and Prevent Financial Scams
Savvy Living
Can you provide some tips on how to protect seniors from financial scams? My 76-year-old aunt was recently swindled out of $25,000 and I want to make sure my own mother is protected....
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Just Published: Download your complimentary planning publications!
Take the First Step to a More Secure Future
You know long-range planning is important. But if you?re like many people, creating or updating your plan-your will or trust or other important documents-is something that often falls to the bottom of your to do list.
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