What To Know Before Retiring Early
Early retirement sounds great, but have your clients and prospects thought it through completely? This article covers some things they should think about.
The Triple Tax Benefits of HSAs
If your clients want to get the most out of HSAs, show them how with this article.
Upsizing vs. Downsizing in Retirement
This blog discusses the benefits and considerations of both upsizing and downsizing in retirement.
Giving Season Has Arrived! Here's 5 Ways to Maximize Your Year-End Giving Strategy
As the new year quickly approaches, make sure you’re prepared with yohttps://app.twentyoverten.com/edit#ur year-end giving strategy checklist.
Social Security and Your Spouse
Did you know that you can claim a spousal benefit for social security? We detail a few important situations where you can claim spousal benefits for social security, even if you're widowed or divorced.
Find That Lost 401(k)!
Do you have a long-lost retirement account left with a former employer? Learn how to identify lost retirement accounts and reclaim your money.