Financial Planning

Financial Planning

Get Help Managing Rent & Mortgage Payments

In our weekly Pandemic Positivity posts, we're spotlighting local organizations that are helping us manage life during the COVID-19 crisis. One of the best resources is the Benjamin Rose Institute on Aging. Their latest newsletter has advice for those having a tough time making mortgage or rent payments. ...
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5 Ways Your Will Can Become Useless, Or Close to It

Is having an out-of-date will better than having no will at all? Not really. Where there's a will there's not always a way to ensure your money and possessions will go to those you had hoped would benefit. ...
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Creating Independence with Social Security

For nearly 85 years, our programs have helped provide financial independence. We continue to make it easier for you to access our programs and benefits. Today, applying online is a convenient way to apply for benefits.  ...
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Prenuptial Agreements as Estate Planning Tools

A prenuptial agreement can be used in a second marriage when both parties have children. For example, suppose you get remarried and both you and your spouse have children from a prior marriage. You want your house to pass to your children, but without proper planning and an agreement in place, your spouse could inherit the house and then pass the house to her children when she dies. ...
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Qualifying for Supplemental Security Income

The Social Security Administration pays monthly Supplemental Security Income (SSI) to people with disabilities who have low income and few resources, and people who are age 65 or older without disabilities who meet the financial limits. ...
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Pandemic Prompts Expansion of Online Grocery Options for SNAP Recipients

Shopping online has become a literal lifeline during the COVID-19 pandemic for many at-risk individuals. But for millions of people on the Supplemental Nutrition Assistance Program (SNAP) who are currently unable to enter grocery stores, online shopping is not an option for purchasing food. Responding to demands from disability rights advocates, the federal government is now starting to modernize the program. ...
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Access MY SOCIAL SECURITY From Home

With so many services available online through my Social Security, signing up for a secure account will help you conduct Social Security business from home. ...
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Social Security’s Online Services Ready for Business

During this time when our physical offices are closed to the public, you may wonder, “How can I get help from Social Security without visiting an office?” You can find the answer at www.ssa.gov/onlineservices, which links you to some of our most popular online services. You can apply for retirement and disability benefits, appeal a decision and do much more.  ...
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