Estate Planning Primer Part 3: Goals & Strategy

Estate Planning Primer Part 3: Goals & Strategy

If it’s time for you to retire or you’ve begun considering that life change, it’s very important that you develop a strategy that will meet your estate planning goals and outline how your legacy assets will be managed for your heirs. For financial planning purposes,...
Is My Military Pension Taxed?

Is My Military Pension Taxed?

Whether or not your pension is taxed depends on the type of pension—years of service or disability—and the type of tax—federal, state, or social security. The Federal Government and Military Retirement Pay If you’ve spent twenty or more years in military service,...