Melissa Laverty, owner of the accounting firm Accountability, joined us for our July webinar to discuss the new tax law changes called the "American Rescue Plan" which was enacted in March of this year.
Did you know that 52% of individuals over age 65 will need some type of long-term care services in their lifetime?
Kristina George joins Carolyn Moor to share her presentation on Social Security for Widows. Not only does Kristina explain important information regarding the technicalities of claiming benefits for widows, but shares her own surprising inspiration for her career choice. Let's just say this is one webinar you won't want to miss.
How often do you examine your relationship with "stuff'? When you are in your home or office and you take a look around, would you say the things you see bring meaning or add value to your life? Join the Northstar team and local Feng Shui guru, Natalie LaBonte, as we discuss creating new relationships with our surroundings that fuel balance, peace, and even your wildest dreams.
Start Time : Apr 22, 2021 11:56 AM
Kristina George, CPA, CFP® and Rachel DeCarolis CFP® discuss the ins and outs of social security planning, including:
• Claiming strategies for married couples, divorced individuals, and widow(er)s
• Key implications of marital decisions
• Planning for the self-employed
• Navigating social security tax traps
• How earnings impacts benefits
• Dependent and maximum family benefits