Key Birthdays Do you know someone celebrating any of these milestones? Certain milestones present special tax and investment questions to consider. Questions? Please do not hesitate to contact us. Download here Key Birthdays
On January 31, 1940, Ida May Fuller of Ludlow, Vermont, was the first person to receive a Social Security check. That historic payment amounted to $22.54. Before retiring in November 1939, she served as a legal secretary and contributed to Social Security for about 2½ years. Total taxes paid: $24.75. Before passing away in 1975, she had…
Under Social Security rules, if a person receiving a benefit becomes entitled to a different benefit, that person may switch to the new benefit if it’s higher. This switching is one of the most important ways people can maximize their benefits, but they don’t always know how or when or even if they can do…
Use this reference to look ahead throughout the year to track important deadlines and actions you must take for your finances and health care. Questions? Please do not hesitate to contact us. Spring Key Planning & Investment Deadlines
