A common retirement planning mistake that couples make is to claim their Social Security benefits without properly considering survivor and spousal benefits. The Social Security survivor benefit is a built-in form of life insurance for married couples. With a little planning, you can usually get a higher benefit through the person who earned the most

There are few decisions that have the power to stir up emotions within a family quite like those in an estate plan. Who inherits what, how much they inherit, and when they can inherit assets can be controversial issues during a generational transfer of wealth. How can you balance the relationship dynamics of an estate

Although estate planning can be a complex task, a well-constructed plan can make a big difference in what is left for your loved ones. Before you begin to act on your estate plan, it is important to understand the key topics that may arise as you address your specific needs. Teamwork is Everything It is

Dividends have been known to provide a means of income for investors. Owning dividend-paying companies through exchange traded funds (ETFs) provides a way to access dividends in a more efficient way. ETFs may provide instant diversification at a low cost. We believe this appeals to advisors and their clients because picking  dividend-paying stocks can be

Each week on my show The Income Generation, we cover topics that are important to those who are retired or nearing retirement. Since every person’s situation is different, viewers often have questions. That’s why The Retirement Income Store’s social media pages include an Ask Dave forum – which I’m glad to be able to share