We keep you updated with news that affects you and your loved ones.
“A joint and survivor annuity provides lifetime income payments for an annuity owner and their survivor. You contribute a lump sum of money to the joint and survivor annuity and can usually start receiving income almost immediately.”
“Retirement planning is an important part of long-term financial wellness. For women, the process can be especially fraught.”
“Many major expenses only shrink once you retire. However, health care is hardly one of them.”
“Debt can sometimes be hard to avoid in retirement.”
“Veterans and retirees will see an 8.7% cost-of-living increase in their Social Security benefits starting in December, the largest increase in 42 years, federal officials announced on Thursday.”
“It goes without saying that everyone should have an estate plan.”
“Rising interest rates may be nice for boosting savings accounts, but they’re unkind to credit card balances. Older Americans, especially those on a fixed budget, should beware.”
“Today’s workers have a vision of Social Security that does not match with the actual experience of retirees.”
“A majority of adults are in favor of policies subsidizing some long-term healthcare costs, with support coming from both Democrats and Republicans.”
“The following are penalties to avoid at all costs when contributing to or withdrawing from retirement accounts.”
No matter where you are in life’s journey, we are here.
Whether you need to create an estate plan, protect minor children, need help with long-term care, or you own a business, our caring team can help.
We have 3 convenient locations throughout Mid-Michigan and are ready to serve you.
Take your first step by contacting us today.
FREE Guide
Don’t miss out on thousands of dollars in lost benefits due to Medicaid mistakes. Download our free guide to learn how to avoid the 7 most common ones.
We want our clients to experience peace through planning.
We can help with Estate Planning, Elder Law, Probate & Estate Administration, Planning for Minors, Business Planning, Veteran’s Benefits, and Special Needs Planning.
Disclaimer: The information you obtain at this site is not, nor is it intended to be, legal advice. You should consult an attorney for advice regarding your individual situation.
© 2023 Sarah’s Law Firm. All Rights Reserved. Privacy Policy. Site Map.
Website by Bambiz.
