Five Fact Friday – July 15, 2022

https://youtu.be/3BdGNWD8KqM This week we take a look at dying without a will as the late Chadwick Boseman did, sleep divorces, & some changes to Social Security. This week’s links: What I’m Reading: https://bit.ly/3nJYDqr What I’m Watching: https://wapo.st/3apCtXB What’s New In Tech: https://bit.ly/3AwMlJA What’s New In Legal: https://et.tv/3bWS1CG What’s New In Retirement: https://bit.ly/3nMtrHe Bonus Link: https://bit.ly/3O9CA7o […]

Make It Last – Ep 183 – Filling in the Gaps

This week on Make It Last, Victor and Mark will be discussing why the younger Baby Boomers might outlive their retirement savings, and what today’s retirees need to do so they don’t outlive their savings! The federal government has published a sort of online “retirement toolkit” that gives you the gist on retirement savings plans, Social […]

Make It Last – Ep 166 – Expect the Unexpected

Listen Here! This week on Make It Last Victor will be discussing what the client experience is like and the role of our Director of Business & Client Strategy. He’ll also be talking about Social Security and how most Americans don’t understand it. Victor will also discuss why it’s important to prepare for the worst, […]

Make It Last – Ep 151- Inflation + Social Security Increase

Listen Here! Recent numbers have come out putting inflation at 5% for September, and there’s a 5.9% increase to Social Security predicted for January 2022. While some are rejoicing, there is definitely a flip side to this news as well. Victor & Mark talk about what’s driving this higher inflation, how it’s related to the […]

Veterans May be Losing Out on Social Security

A recent survey of United States Veterans has revealed that many veterans are losing out on Social Security benefits. As a recent article explains, the problems seem to be that veterans do not know how to access an estimation of their social security benefits, and do not understand the impact of taking benefits early or […]