Law Enforcement and Fire Personnel… How the Windfall Elimination Provision Affects You

Oct 31, 2016 | Retirement

If you work for an employer who doesn’t withhold Social Security taxes from your salary, such as a government agency; e.g. City of Philadelphia, any pension you get from that work can reduce your Social Security benefits. The Windfall Elimination Provision (WEP) can...

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The Impact of Alzheimer’s Disease

Oct 18, 2016 | Insurance

Everyone probably has someone in their family or circle of friends who has suffered the ravages of Alzheimer’s Disease.  The disease affects not only the patient but their entire family.  It robs the mind and can result in a huge loss in financial net worth.  There is...

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Are You in The Drop Plan? We can help you sort through your options.

Oct 13, 2016 | Retirement

We have a number of clients in the DROP plan (Deferred Retirement Option Plan), or those that have retired and taken their funds out.  You have a number of things to consider as you plan for your retirement.  If you decide to take a distribution of the funds you will...

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New to the FAFSA Process? 

Oct 6, 2016 | Planning for College

The process for applying for financial aid for college is changing this year in that the process started October 1, 2016. The Department of Education has put together a series of videos on You Tube to help you understand how the process works and explain what you need...

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How Grandparents Can Help Pay for College

Aug 11, 2016 | Planning for College

This article previously appeared on NerdWallet.com and is definitely worth the read! Grandparents are often willing to help with college expenses when possible. I remember my own grandmother chipping in a bit for my freshman year at school. Knowing what I know now,...

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