Many often think estate planning only benefits the wealthy, but this is a common misconception. View our infographic here to see what you need to engage in!
Ryan Yamada, CFP®, Senior Wealth Planner We’ve all heard the conventional wisdom when it comes to claiming Social Security: you should wait as long as you can before claiming benefits. Wait right up to age 70, if possible. After all, that’s when you would get the greatest monthly benefit.