Financial Planning

Financial Planning

When to Leave a Nursing Home and Move Back Home

A nursing home stay does not have to be permanent. Many residents enter a facility temporarily to recover from an illness or accident and are able to easily transition back to living at home. ...
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Social Security Supports Teachers Online

Teacher Appreciation Week is May 2-6, when the Social Security Administration honors all educators who prepare our children for the future. Well-informed instructors can have a powerful and positive influence on their students. That’s why the Educator Toolkit was created. This shareable online resource helps teachers to engage students and educate them on Social Security. ...
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How Long Does an Executor’s Job Take?

Being named executor of someone's estate is a measure of their trust and confidence. It's also a major pain. Just ask anyone who's done it. You can reduce the hassle factor by following a few key steps, keeping impeccable records, and meeting vital deadlines. ...
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It’s Financial Literacy Month: The Perfect Time to Plan for Your Future

Every April, Financial Literacy Month is focused on educating people about the importance of planning for a secure financial future. Social Security is a vital part of any financial plan, with online tools to help you understand your potential Social Security benefits and how they fit into your financial future.  ...
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An Account for Every Stage of Your Career

You don’t have to be retired or even close to retirement to benefit from your online personal my Social Security account. Most people can conduct their Social Security business online with their account, whether they receive benefits or not. ...
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The Power of a Properly Prepared Will

Carefully drafted powers of attorney, trusts, transfer-on-death affidavits and other documents can help you avoid probate and protect you and your family from problems that may occur, both now and after your death. ...
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Plan Now for Retirement Later

If you’re among the many people covered under Social Security, you should know what your future benefit may be. These monthly payments will likely be an important part of your retirement income. Your benefit payment will be based on how much you earned during your working career.  ...
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SSA Offices Expected to Reopen March 30 (Fingers Crossed!)

After being off-limits to most members of the public since March 2020, Social Security Administration (SSA) offices are set to reopen on March 30, barring an unexpected snag or a major change in the pandemic’s course.  ...
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