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- Administration
- Advance Directives
- Asset Protection
- Business Succession
- Charitable Gift Planning
- Elder Care
- Estate Planning
- Estate Tax
- Financial Planning
- Fraud & Financial Abuse
- General
- Gift Tax
- Guardianship
- Health Care
- Income Tax
- IRAs
- Life Insurance
- Links
- Living Trusts
- Medicaid
- NC Income Tax
- North Carolina Department of Revenue
- Nursing Homes
- Pending Legislation
- Powers of Attorney
- Probate
- Qualified Plans
- Real Property
- Retirement
- Social Security
- Special Needs Planning
- Tax
- Tax Fraud
- Trusts
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Social Security
Preparing for Early Retirement
Posted on: July 23rd, 2013
Those who plan an early retirement need to take steps to preserve their assets in the face of shrinking resources and ever-increasing costs. ...
3 Things to Consider for Retirement Planning
Posted on: July 17th, 2013
Without a retirement plan, an individual may diligently contribute to a savings account, but fail to be prepared for the true cost of their senior years. ...
3 Steps to a Better Retirement Plan
Posted on: June 26th, 2013
What is your ideal retirement? Everyone takes their own strategy toward retirement, but generally individuals try to create a retirement plan that will provide enough money to care for themselves while affording them the means to do the things they enjoy. ...
Get Your Social Security Statement Online
Posted on: May 16th, 2012
Remember those statements you used to get every year from the Social Security Administration with your earning history and estimated benefits at retirement? Well, most of us will no longer receive them. ...
Annual SSA Earnings/Benefit Statements Ceased
Posted on: November 14th, 2011
In the past, each year the Social Security Administration (SSA) mailed a statement to all workers age 25 and older who were not receiving Social Security or Medicare benefits. The statement listed a worker’s earnings record along with estimated benefit amounts at various retirement ages.
...
No more “Do-Over” Strategy for Social Security Retirement Benefits
Posted on: January 14th, 2011
On December 8, 2010, the Social Security Administration published a new rule eliminating the “do-over” strategy some retirees were using to boost their retirement benefits. The new rule went into effect immediately....