Tag: Betty Morales

Common Mistakes During Federal Retirement Applications 

It is beneficial to submit a “healthy” application to help speed up the processing of your retirement application. All questions must be answered, all appropriate boxes ticked, and all places needing initials must be initialed on such an application, which is “a complete, origi…

Developing a Tax Strategy for a New Retiree

The most significant goal clients discuss with advisors during their professional relationship is retirement. How taxes are paid is an important component…

5 Medicare mistakes you should avoid during open enrollment.

Millions of seniors have already begun the Medicare open enrollment s…