Helping Widows and Widowers Move Forward on Their Own
The loss of a spouse can be devastating, both emotionally and financially, especially if it was unexpected. The stress of handling all the legal and financial issues can be overwhelming, even for women or men who are financially savvy. Widows are one of the fastest...
If Something Happens to You, Are Your Records Organized?
Are your records organized? If something were to happen to you, would it be easy for loved ones to take over your affairs or settle your estate? Would they know where to find all your necessary healthcare information, legal documents, passwords, and PINs? Would they...
Don’t Become an Identity Theft Victim!
Montgomery and Tuscaloosa ranked in the 25 worst cities for identity theft per capita in the first half of 2023 and Alabama ranked as the eighth worst state in the country. The year 2023 was the worst year on record thus far for identity theft,...
Maximizing Your Social Security Benefits
There are big changes to Social Security in 2025. Congress passed a law called the Social Security Fairness Act which could increase Social Security benefits for many Americans, which President Biden signed into law. If some of your career was spent working in non-Social Security...
If Something Happens to You, Are Your Records Organized?
Are your records organized? If something were to happen to you, would it be easy for loved ones to take over your affairs or settle your estate? Would they know where to find all your necessary healthcare information, legal documents, passwords, and PINs? Would they...
How to Make Charitable Distributions From Your IRA
Qualified Charitable Distributions (QCDs) are a tax-favored way to make charitable gifts from your IRA while gaining tax benefits that might not otherwise be available. If you are making charitable gifts without using your IRA, your gift will probably receive no tax benefit unless you...