Many people have gone through the process of completing an estate plan and then never think about it again.  If you’ve gone to the trouble of making an estate plan, it’s important to periodically go back through it and make updates.  Let us know if we can help in any way!

Taking Social Security is a big decision that can significantly impact your retirement earnings. It’s hard to optimize your Social Security perfectly unless you can predict how long you’ll live; however, there are some things to consider when making the decision. Let us know if you’d like to discuss your options!