Social Security and Medicare are sources of income, health, and wellbeing for many seniors. We are sharing updates on these programs, as well as long-term care.
How do you know when you’re truly ready to retire—not just financially, but also physically, mentally, and emotionally? It’s not just about age.
With only weeks left in 2019, our team put together a year-end tax planning checklist to help lessen the burden in April 2020.
We have compiled tax withholding tips to help you reduce the likelihood of owing a significant payment or, even worse, facing a penalty for underpayment.
Amazon corporate employees working more than 30 hours per week are eligible for both short-term and long-term disability coverage at no additional cost.
Every year we can count on some changes to the Social Security system that will affect both retirees and workers who are currently paying into the program.
As you are planning for retirement or if you are already in retirement, it is important to understand the effects that your financial decisions can have on your Medicare premiums.
One of the biggest decisions facing people in retirement is selecting an assisted living community, a task made more difficult in the absence of children.
Brighton Jones advisor Tim Amen, CFP® offers an in-depth look at both the mechanics and potential benefits of health savings accounts.
As Personal CFOs, we work with clients to see the big picture—their total balance sheet and how everything works together. We also painstakingly catalog and analyze every detail, understanding how each component fits into the broader, holistic plan.
Each day will bring a new set of uncertainties, many of which you will be woefully unprepared for, but we’ve put together a list of questions you can address before a cry is ever heard.