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Information provided on this page is informational only. Please review your financial situation with a qualified financial professional before taking action

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Financial Planning for your 60s - What to Consider

Financial planning, and the considerations involved, vary greatly depending on where you are in life. A typical benchmark for what life events you may be experiencing is your age. While there will clearly be overlaps from decade to decade, there are some unique circumstances that certain age groups will experience. In this series, we will review some of the common financial planning topics during many decades of life. We thought a good place to start would be financial planning considerations for someone in their 60s. Some common questions for those in this age group include: -When to go on Medicare, and what plan to choose? -When to take Social Security? -What will your taxes look like in retirement? -What will you do with your time?

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Social Security Retirement Payments at the Death of a Spouse

The Social Security Administration (SSA) is generally an extremely difficult entity to communicate with, especially around the death of a spouse. Family members may have a difficult time making sense of how the SSA handles the final payments of retirement benefits and death benefits, especially if they get conflicting information from letters received by the SSA after the spouse’s death.

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Financial Planning Considerations During COVID-19

Health and finances are likely the only two topics on most people's minds these days. How can you keep yourself and your loved ones safe and healthy through this pandemic? And what should you do with your investments during this recent market drop? Managing your investments prudently and resisting the urge to sell stocks while the market is down are certainly important financial planning considerations. However, as financial advisors, we wanted to highlight other crucial financial planning areas that often don't get as much attention in the news media.

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Think You Lost An Old Financial Account? Where You Might Be Able To Find It

In today's world, an individual's personal finances are ever changing and throughout each of our lifetimes we will have dozens of financial accounts. Think about how many times you may have changed banks, insurance companies, retirement plans, etc. Sometimes we create new accounts and forget about the old ones. Trying to track down old accounts doesn't have to be a nightmare because the internet makes it easier than ever to try and track down old accounts.

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