You’re NOT too young to plan NOW for long-term care

November is Long-Term Care Awareness Month.  Even the U.S. Congress has urged “the people of the United States to recognize (this) as an opportunity to learn more about the potential risks and costs … and the options available.”   We’re proud to support this important educational campaign.

Read more

Budget Bill Makes MAJOR Changes to Social Security Planning 

The Bipartisan Budget Act of 2015, signed into law by President Obama November 2, 2015, will dramatically impact two claiming strategies. Both the File-and-Suspend and Restricted-Application strategies are set to be eliminated.

Read more