Thursday September 16, 2021

News

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Married Couples and Property
Personal Planner
Mary was a surviving spouse. She and her first spouse, Ryan owned a lovely home and placed it into joint tenancy with right of survivorship. After Ryan passed away, Mary met Logan and they were married. Because she previously had owned the house in...
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New Plan to Increase Retirement Savings
Washington News
Congress is working on major legislation that could result in a $3.5 trillion spending bill. Many House Committees are tasked to write different parts of the massive legislation. As part of that process, on September 10, 2021, the House Ways and...
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Social Security Program to Help Manage Payments
Savvy Living
Does Social Security offer any special help to beneficiaries who struggle managing their benefits? My aunt, who has no children, has dementia and struggles keeping up with her bills and other financial duties. Social Security has a little-known...
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