Category archives: Retirement
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3 months ago
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We're often asked if there are special considerations for creating Estate Plans for retirees. Our answer is that there are times in our lives that are considered significant events, when we are wise to create or revisit our Estate Plans, and retiring is definitely one of these times.
Whether you ... [read more]
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1 year ago
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We had an excellent time participating in the Active After 50 Senior Expo on Wednesday, August 14 at the Thrasher- Horne Center in Orange Park.
This outstanding free community event featured over 70 local exhibitors who showcased their products and services. Categories of the exhibitors included ... [read more]
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1 year ago
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Please join us for the Active After 50 Senior Expo at the Thrasher- Horne Center, located at 283 College Drive, Orange Park, Florida, 32065 on Wednesday August 14, 2019 from 9:30 a.m. – 2:00 p.m.
This outstanding free community event features over 70 local exhibitors showcasing their products... [read more]
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2 years ago
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Social Security survivor's benefits provide a safety net to widows and widowers. But to get the most out of the benefit, you need to know the right time to claim.
While you can claim survivor's benefits as early as age 60, if you claim benefits before your full retirement age, your benefits w... [read more]
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2 years ago
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Spouses who are turning full retirement age this year are the last group who can choose whether to take spousal benefits or to take benefits on their own record. The strategy, used by some couples to maximize their benefits, will not be available to people turning full retirement age after 2019.
... [read more]
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