September 4, 2018

Avoiding Social Security Mistakes

Charlie and Ann were both 66 years old when Charlie passed away. At the time, neither of them was collecting a Social Security benefit. Shortly after […]
August 13, 2018

The Reluctant Benefactor

I met Ruth (not her real name) in 1999.  At that time she was a widow with two adult sons, and her estate was comprised of […]
August 13, 2018

A Path to Tax-Free Income

Our client David (not his real name) retired back in 2009 when he was 62.  His 401(k) retirement plan at that time was worth about $800,000, […]
August 13, 2018

Company Stock Conundrum

One of our clients, Robert (not his real name), was getting ready to retire from a job he held with a private engineering firm in 2003.  […]