When couples think about Social Security, it's easy to focus on each person's individual retirement benefit. But married couples may also have access to spousal benefits, and understanding how those benefits work can be an important part of looking at Social Security as a household.
Blog tagged as planning
09-14-2026 09:56 AM - Comment(s)
For many retirees, leaving an inheritance is about more than simply passing down money. It’s about making sure the assets, possessions, and values they’ve worked hard to build are passed on according to their wishes.
A good inheritance plan starts with understanding what you want your legacy to...
09-10-2026 10:10 AM - Comment(s)
What Is a MYGA?
MYGA stands for Multi-Year Guaranteed Annuity. It is a type of fixed annuity issued by an insurance company that provides a guaranteed interest rate for a specified period, depending on the contract.
MYGAs are often considered by people looking for predictable growth and less exposu...
MYGA stands for Multi-Year Guaranteed Annuity. It is a type of fixed annuity issued by an insurance company that provides a guaranteed interest rate for a specified period, depending on the contract.
MYGAs are often considered by people looking for predictable growth and less exposu...
09-08-2026 10:32 AM - Comment(s)
When people think about retirement planning, they often focus on generating income, managing investments, and preparing for healthcare costs. But there's another important part of the process: deciding what happens to the things you've spent a lifetime building.
That's where a legacy plan comes...
09-02-2026 11:01 AM - Comment(s)
Diversification Can Mean More Than Investments
When people hear the word diversification, they often think about spreading investments across stocks, bonds, and other assets. In retirement, however, diversification can also involve creating multiple sources of income and balancing growth potential wi...
08-31-2026 11:12 AM - Comment(s)