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Before You Claim Social Security

Before You Claim Social Security

A few things you may want to think about before filing for benefits. Whether you want to leave work at 62, 67, or 72, claiming the retirement benefits you are entitled to by federal law is no casual decision. You will want to consider a few key factors first. How long...
Durable Powers of Attorney for Your Health and Finances

Durable Powers of Attorney for Your Health and Finances

Estate Planning: Part 2 This Part 2 of a series about Estate Planning, written by attorney Michael Roberts*. Last month in Part 1 we talked about how Estate Planning is for Every Adult. During the past few months we’ve seen numerous stories of individuals who have...
Making a Charitable Contribution

Making a Charitable Contribution

There are benefits and limitations when you decide to donate stock Why sell shares when you can gift them? If you have appreciated stocks in your portfolio, you might want to consider donating those shares to charity rather than selling them. Why, exactly? Donating...