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Why You Should Designate Beneficiaries

June 30, 2023

According to WealthCounsel, over a third of Americans have experienced or witnessed familial conflict when someone dies without an estate plan. While most people believe having an estate plan is important, only a third have a plan in place, per’s 2023 Wills Survey. While most adults in the United States think all they need for an […]

Should My Loved One With Special Needs Use a True Link Card?

April 19, 2023

An important part of special needs planning is protecting your loved one from financial abuse. A True Link card is a tool you may not have considered before, but it could save your family member from exploitation and predatory banking practices. Although True Link offers many benefits to its customers, there are a few downsides […]

Some Social Security Beneficiaries Can Get Retroactive Payments — But at a Cost

July 26, 2022

If you need a lot of cash on hand upon retirement, Social Security offers a lump-sum payment option that’s worth six months of benefits. However, it comes at a cost. It is important to understand the details before agreeing to the payment. If you have waited beyond your full retirement age (66 for those born […]