Retirement Planning

Generational Cohorts

Researchers use generational cohorts to identify and analyze changing views over time. A typical generation spans 15 to 18 years…

1 month ago

Planning for Adult Children with Disabilities

Planning for Adult Children with Disabilities Childhood Disability Benefits assist disabled children and adults who became disabled prior to age…

1 year ago

When Should I Take Social Security?

Many people want to know when they should apply for Social Security (assuming it still exists when you need it).…

1 year ago

What is the Social Security Fairness Act?

The Social Security Fairness Act was signed into law on January 5, 2025. Prior to passage of this new law,…

1 year ago

Social Security Announces 2.5 Percent Benefit Increase for 2025

On October 10, 2024, the Social Security Administration announced that Americans will increase a 2.5 percent cost of living increase…

2 years ago

Getting Organized

Many people think that estate planning is just having documents prepared. They have a lawyer prepare a Will, get it…

2 years ago

Market Observations from David Hultstrom

From time to time we re-post David Hultstrom's Financial Foundations. Mr. Hultstrom, who is a co-founder of Financial Architects, had…

2 years ago

Privacy Laws

There are a number of laws protecting your privacy and the privacy of your information. This page describes several of…

2 years ago

Proposed Legislation would turn estate planning on its head

The American Housing and Economic Mobility Act of 2021 (now "of 2024") may have taken on new life recently as…

2 years ago

Protecting your private Information

Review Account Statements and Notify Law Enforcement of Suspicious Activity As a precautionary measure, remain vigilant by reviewing all of…

2 years ago