Home

After the Death of a Spouse, Make Sure to Contact Social Security 

The loss of a spouse is one of life’s most profound challenges. Whether it happens suddenly or after a long period of decline, the emotional weight is immense. Amidst this grief, surviving spouses face a demanding list of legal and administrative responsibilities that must be managed carefully. According to this article from Motley Fool, one … Read more

When Lending to Family, These Strategies Help Avoid Conflict

Lending to family is a generous act that many of us will face at some point. While these transactions can end with everyone satisfied, they often create tension, resentment, and even broken relationships when things go wrong. Because family members are involved, a simple financial arrangement can quickly become complicated. The current economic climate makes … Read more

The Margaritaville Meltdown: Lessons in Family Estate Planning

Jimmy Buffett was famous for his laid-back “beach rock” lifestyle, but behind the scenes, he was a brilliant businessman who built a $275 million empire. Despite his success and careful preparation, his legacy is currently entangled in a bitter legal battle that offers a cautionary tale for anyone focused on family estate planning. The Conflict … Read more

As Inflation Drops, Social Security Pegs COLA Increase at 2.5% in 2025

Now that third quarter inflation figures are complete, it’s time for Social Security officials to calculate the annual COLA – the cost-of-living-adjustment. This year, as predicted, the gain that beneficiaries will see on their monthly benefits beginning in January is modest, calculated at an announced 2.5 percent. This annual announcement always generates plenty of press … Read more

💬 1
Skip to content