A Guide to Social Security for Seniors

Social Security is a vital source of income for retirees and is pivotal in keeping older Americans out of poverty. In fact, According to the National Academy of Social Insurance, it is the sole source of income for about 20% of people over 65.

To help seniors and their families, we created a resource that provides detailed information about eligibility and how to claim benefits.

Material prepared by Illuminated Advisors

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The Importance of Designating Beneficiaries

The Importance of Designating Beneficiaries

When life gets hectic and your to-do list seems endless, it can be easy to let financial planning details slip through the cracks. However, updates to your designated beneficiaries on 401(k) plans, IRA accounts, and other retirement assets is vitally important.

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