Giving Season Has Arrived! Here's 5 Ways to Maximize Your Year-End Giving Strategy
As the new year quickly approaches, make sure you’re prepared with your year-end giving strategy checklist.
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Exciting Announcement! MARIGNY deMAURIAC CFP®, AAMS® passed the ABFP® Exam
A Message from MARIGNY deMAURIAC CFP®, ABFP®, AAMS®
Social Security and Your Spouse
Did you know that you can claim a spousal benefit for social security? We detail a few important situations where you can claim spousal benefits for social security, even if you're widowed or divorced.
Social Security: Choosing When to Claim
One of the most complex and important financial decisions you can make is when to claim Social Security. Here are some key points and considerations to think about when you should claim Social Security.
Retirement Strategy: Planning Your Retirement Lifestyle
A retirement lifestyle is more than just saving money; it's also deciding how you want to spend that extra time. Here's a look at what you want to consider.
Retirement Strategy: How Retirement Strategy Has Changed
A retirement lifestyle is more than just saving money, but also deciding how you want to spend that extra time. A look at what you want to consider.