The Seaside Blog

1. Make it a New Year’s resolution to check IRA beneficiary forms and employer plan beneficiary forms. If you got married, had a birth/adoption or a death in the family in 2020, these forms may need to be updated. What better way to start the new year than with a new...

The rules around Social Security are complex and continually changing. In Part III of our series on Social Security, we would like to address some of the questions that we are frequently asked that were not covered in Parts I and II. Are your Social Security...