Social Security 101: What You Should Know About Your Benefits

By One Advisory Partners on November 30, 2018

Social Security can be pretty complex, and even basic questions can feel overwhelming. We wrote this article to help answer some of the most common questions about the program. Please feel free to share it with any family or friends who may be wondering about the what and the when of their benefits.

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How to Catch Up When You’re Behind on Saving for Retirement

By One Advisory Partners on October 31, 2018

If you’re worried that you haven’t saved enough for retirement, then you’re not alone. Nearly half of American families have no retirement savings to speak of. It really is easy to get sidetracked. The immediate needs of raising a family may seem to take precedence over funding a future retirement. However, that retirement will come sooner than you think.

If you’re behind on your savings, here are six steps to help catch up.

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What You Should Do During Medicare’s Open Enrollment

By One Advisory Partners on October 1, 2018

Medicare’s open enrollment begins this month, and if you are already receiving Medicare, now is an ideal time to review your coverage. Even if you plan to keep the coverage you have, you should make sure you take a look at your plans’ changes for 2019, such as price increases for prescription drugs. By taking a little time now to review your options, you may be able to get a better deal, can help prevent expensive surprises later, and can feel confident that you have the right coverage—at least, until next year’s open enrollment.

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Making an Estate Plan? Don’t Forget Your Digital Assets

By One Advisory Partners on September 10, 2018

The digital revolution has enriched our lives in many ways. We can stay in more frequent contact with family across the country, meet new friends around the world, enjoy the convenience of online banking, and buy practically anything we need without leaving the home.

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Social Security for Divorcees

By One Advisory Partners on August 9, 2018

Many people are aware that married couples can receive Social Security based on their spouse’s work record. But what a lot of people don’t know is that divorced individuals can do so too. This option could help increase your Social Security benefits in retirement, although you should be aware of the caveats as well.

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Is a Cash Balance Plan Right for You? The Pros and Cons

By One Advisory Partners on July 6, 2018

Cash balance plans are an increasingly popular retirement planning tool. Given their generous contribution limits, you could quickly build a sizable nest egg while reducing your income taxes. But are these plans right for you? To help you decide, we take a look at what they are, who they work best for, and their potential pros and cons.

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5-Minute Financial Risk Assessment

By Daniel A. Jack, JD, MBA, RICP® on June 12, 2018

Every day talented CRNAs perform pre-anesthesia evaluations on their patients. In essence, CRNAs perform indispensable patient risk assessments before administering anesthesia. If the evaluation does not look satisfactory then a surgery postponement or cancellation may be necessary. Patient safety always comes first! Otherwise, the results can be catastrophic.

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Does a Reverse Mortgage Ever Make Sense as Part of a Retirement Portfolio?

By Daniel A. Jack, JD, MBA, RICP® on March 28, 2018

For most people, their greatest asset when they hit retirement is not their 401(k) account. Rather, it is the home in which they live. Until fairly recently there was never an economical way to access that value without selling the home. Let’s be honest; you still need to live somewhere, so selling your home may not be much of an option.

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