Category Archives: General Financial Articles

Social Security Planning for Couples: Maximizing Survivor Benefits

A Key benefit of Social Security that most people never think about are the payments to survivors following the death of the primary wage earner.  These payments can be life-saving for young families, of course, but they can be very … Continue reading

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2015 Charitable Tax Guide

With new rules changing the tax picture for many clients, it’s a good time to review IRS regulations surrounding charitable donations.  Here’s what to keep in mind when deciding on donations in 2015. Provided by Charles D. Vaughan, CFP® Chartered Retirement Planning … Continue reading

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