by Laura Navarro | May 4, 2019 | Financial Planning, Social Security
Social Security is an often-confusing topic for pre-retirees. There are a lot of questions around when it’s best to start taking your Social Security benefit, whether or not your spouse (or ex-spouse) will receive support after you pass away, and what size of benefit...
by Laura Navarro | Sep 18, 2018 | Estate Planning, Retirement
Soon after the “Queen of Soul” Aretha Franklin’s death this summer, my husband and I were reminiscing about her most popular songs when he turned to me and said, “Wow, I wonder what her estate is worth?” I thought to myself, “Whatever it is, I hope she had a will and...
by Laura Navarro | Jul 19, 2018 | Retirement, Tax Planning
The new tax law impacts several areas of your finances, however, one of the lesser discussed changes is how the new law impacts charitable giving. With the recent 2018 tax law changes, Qualified Charitable Distributions (QCDs) may make sense for those utilizing the...
by Laura Navarro | May 3, 2017 | Economy, Financial Planning, Markets
We could all be more vigilant and cyber-aware these days. Many of us have been the victim of hacking, malware, or identity theft. And if it hasn’t happened to us, we certainly know someone who’s had it happen to them. Here are a few suggestions to become smarter...
by Laura Navarro | Dec 27, 2016 | Financial Planning, Tax Planning
New Year’s resolutions typically include goals of career building, losing weight, or kicking a bad habit. Often, our financial goals are overlooked. However, the new year is an opportune time to visit our budget and spending goals. The following are a few items to...
