Should I Delay Filing for Social Security?
In a rush to file for Social Security benefits at age 62? Many people are, but slow down and do the math first – or you might regret it.
Ethan Huizenga
November 11, 2021
Should I Ask Mom and Pop about Their Finances?
There are now more than 70 million Baby Boomers in the U.S. However, millions of adult children may not be prepared to make important decisions about their parents’ future if necessary, because of a lack of knowledge about their parents’ finances.
Ethan Huizenga
November 10, 2021
What are the Worst Things to Leave in My Estate?
If you’re planning an inheritance, be careful about leaving these assets to a loved one. They may create more trouble than they’re worth.
Ethan Huizenga
November 9, 2021
Where Do You Score on Estate Planning Checklist?
Every so often, it’s smart to methodically go through your estate planning documents and see if any tweaks are needed. Here’s a checklist to guide you through that mission.
Ethan Huizenga
November 5, 2021
Has COVID Affected Baby Boomers’ Retirement Plans?
The coronavirus pandemic changed nearly every aspect of our lives, including our plans for retirement.
Ethan Huizenga
November 4, 2021
Common Mistakes in Claiming Social Security
Social Security benefits serve an essential role in most Americans’ retirement plans. Yet many people — even soon-to-be retirees — know little about how the program works or how to get the most from the benefits they’ve earned.
Ethan Huizenga
October 26, 2021
What Social Security Errors Do Woman Frequently Make?
Women face unique challenges when planning for retirement. Making these mistakes can result in less income.
Ethan Huizenga
October 18, 2021
What Should I Know about Powers of Attorney?
Many people have signed at least one power of attorney in their life. A power of attorney, which names a trusted family member, friend or advisor as your “attorney-in-fact” to control your assets, is meant to be used, if you are incapacitated.
Ethan Huizenga
October 12, 2021
How Do I Sell a Home in an Irrevocable Trust?
I’m a trustee selling a home in irrevocable trust for a parent who died. There are two beneficiaries who will get the sale proceeds with a stepped-up basis. I’m filing Form 1041 but do I still have to file a Form 1040 to report anything for the beneficiaries?
Ethan Huizenga
October 4, 2021
