Veterans and Survivor Benefits

The Veterans’ Benefits Administration (VBA) provides an integrated program of veterans’ benefits. These include compensation for service-connected disabilities, pensions for war-time veterans with non-service connected disabilities who meet income criteria, benefits for burial, home loans, survivor pension benefits and life …

Print Friendly, PDF & Email

Marriage and Finances: Planning for the Unexpected

There are many benefits to being an active participant in managing the household finances when you are married. One of those benefits, while not easy to think about, is being better prepared to deal with some of life’s unexpected events. …

Print Friendly, PDF & Email

Retirement Plans Rollover Chart

The Retirement Plans Rollover Chart will help you figure out what options you have for moving your money from one retirement account to another.

Print Friendly, PDF & Email

Pension and Survivor Benefits

If you are married when you retire, and either you or your spouse has a traditional defined-benefit pension, you will face some choices when you retire and apply for benefits. A defined benefit pension plan is a pension plan that promises …

Print Friendly, PDF & Email

Did You Hear about the Saver’s Credit? (Infographic)

Did You Hear About The Saver’s Credit? It’s A Savings Bonus That Helps You Save for Retirement! Millions of working Americans are missing out on a valuable tax credit – The IRS’ Retirement Savings Contribution Credit or Saver’s Credit. C …

Print Friendly, PDF & Email

Retirement Planning for Stay-At-Home Moms

Stay-at-home moms take on many roles such as, caregiver, cook, chauffer, nutritionist, event planner, etc. But one role stay-at-home moms are not filling is “retirement planner.” According to a 2015 Transamerica Center for Retirement study, only 44% of stay-at-home moms …

Print Friendly, PDF & Email