by Claudia Mott | Jun 19, 2020 | Social Security
Q. I am 69 and my wife is 59. She works for the government and plans to take her pension early at age 60. When she is 62, can she start to get Social Security based on my account? — Planning A. Let’s start by reviewing details of how a spousal Social Security benefit...
by Claudia Mott | Jun 5, 2020 | Escheatment
Q. Grandma got her niece and nephew a 529 plan. The problem is that she doesn’t remember the details or any of the account information. How can we research this? — Confused A. That was very nice of Grandma, and you should be able to find the account. It will just take...
