Real Estate and CRTs: How to Turn Property into Purpose
Learn how to donate real estate to a Charitable Remainder Trust, avoid capital gains, and support your favorite causes.
Charitable Remainder Trusts vs. Donor Advised Funds: Which Is Right for You?
Compare CRTs and donor advised funds to find the best fit for your estate plan, legacy goals, and tax savings strategy.
7 Tips To Maximize Your Social Security Benefits
Learn 7 practical tips to help you get the most out of your Social Security benefits and avoid common retirement mistakes.
How to Use Social Security in Retirement Planning for Couples
Couples can maximize Social Security by planning together. Learn how to coordinate benefits for the biggest impact on retirement income.
What’s the Difference Between an RSSA and a Financial Advisor?
Not all advisors handle Social Security the same way. Learn the difference between a Social Security advisor and a traditional financial advisor.
Social Security for Widows: What You Need to Know
Widows may be eligible for survivor benefits through Social Security. Here’s what you need to know to claim the right amount at the right time,