1. File and Suspend: A Flexible Social Security Strategy

    File and Suspend: A Flexible Social Security Strategy The Social Security system may seem complex, but understanding your claiming options could help increase your benefits. One strategy to consider is “file and suspend” (sometimes referred to as “voluntary suspension”). The basic concept is to file for benefits at full retirement age (66 to 67, depending […]


  2. Expenses in Waiting: Managing Costs on Your Property and Casualty Insurance

    Expenses in Waiting: Managing Costs on Your Property and Casualty Insurance You may not think of the deductibles and liability limits on your insurance policies as part of your financial strategy, but they could make a difference in your overall financial picture. Consider them “expenses in waiting” — potential costs that you should be prepared […]


  3. HOT TOPIC: Last-Minute Legislation: 2014 Tax Extenders

    Last-Minute Legislation: 2014 Tax Extenders After contentious congressional negotiations and the threat of a presidential veto, the Tax Increase Prevention Act of 2014 — extending 55 tax provisions through the end of 2014 — finally became law in December with less than two weeks left in the tax year. Unfortunately, the fate of these provisions […]