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Marry for the Money? Maybe or Maybe Not
Social Security benefits are an essential piece of many retirees' financial plans. Most people know they are entitled to benefits based on their own record or earning history, but did you know that you are also eligible for benefits on your spouse's earnings?
Financial Infidelity
There are plenty of reasons someone might conceal information or deceive their partner. For instance, a high-earning spouse may tell their partner they earn less because they fear their partner would spend more.
Married Filing Separately: Who Does That?
You may have decided to wait until the extended deadline of July 15 to file your 2019 tax return. If so, you may wonder what the "Married, Filing Separately (MFS)" designation is all about. What does it mean, and does it make sense for you?
Yours, Mine, and Ours: Marriage and Personal Finances
There is no right or wrong way to manage personal finances as a couple. There are several budgeting approaches to consider. Be open and honest about your status and hash out a plan together.
Gray Divorce: What You Should Know
While any divorce comes with complexities, gray divorce comes with a unique set of issues to consider. And because gray divorcees are generally closer to retirement, there’s limited time to rebuild any wealth lost during the divorce process. It's important to understand the most impactful areas of gray divorce settlements so you’re not sacrificing your retirement in the process.
Social Security Benefits for Your Spouse
As if Social Security isn’t confusing enough at times, Social Security spouse benefits can present a whole new set of challenges: When do you claim? Should you claim your benefits or your spouse’s benefits? How much of your spouse’s benefits can you claim? We’ve laid out several different scenarios to help guide you through what can seem like a labyrinth at times.
Wedding Approaching? What about a Prenup?
What’s your reaction to the words “prenuptial agreement” or “prenup?” I’m betting “romantic” ...
Wedding Costs! Really?
If you are over age 60, you probably spent a few thousand dollars or less for your wedding, including all the trimmings.
75% of Women become Widows
Connie got taken by a shyster after her husband died. The supposed "financial advisor" sold her inappropriate investments, while collecting over a quarter million dollars in commissions.
