An individual’s Social Security benefits are generally calculated using “average indexed monthly earnings.” This averaged amount summarizes up to thirty-five years of an individual’s indexed earnings. A formula is then applied to this averaged figure to determine the primary insurance amount (PIA), which is the basis for the benefits paid to an individual. The formula […]
Estate Planning for Snowbirds
It’s that time of year when thoughts of living in a warm climate appeal to those of us stuck in the frigid northeast. Those who are blessed with the opportunity to spend part of their year in Florida or another warm climate, may be interested in some of the estate planning issues that arise when you […]
Dining in the Dark
Written by: Patti Jo Turner You’ve heard the saying that you can’t really appreciate someone’s point of view until you’ve walked a mile in their shoes. North Central Sight Services (NCSS) has taken that to heart – with a unique twist. Marshall, Parker & Weber has teamed up with NCCS to support their Dining in […]
What is a Will?
A Will is commonly defined as a document which disposes of a person’s property after their death. But it can be much more than that, or sometimes less. A Will is also known as a “Last Will and Testament”. It is helpful to think of a Will as being a document that gives your instructions […]
RECENT CHANGES TO ABLE ACCOUNTS FOR THE DISABLED
By: Margaret M. Stockdale, Attorney at Law In 2014, the Federal Government enacted a law authorizing states to create “Achieving a Better Life Experience” [ABLE] tax free savings account programs. ABLE accounts give individuals with qualified disabilities (Eligible Individuals), and their families and friends, an opportunity to accumulate tax free savings without losing their eligibility […]
Being Mortal
One major benefit of being semi-retired is that I have more time to “read” audio books each day while I walk and exercise. This is given me the opportunity to catch up on books I have long wanted to read (e.g. Steinbeck’s East of Eden) as well as more current titles. I recently read a […]
New Year…New Update!
Marshall, Parker & Weber has a long-honored history of commitment to the other professionals who work every day to help our senior community. We have been so proud to host the Professional Update every spring for 22 years, and we have sought to make each one better than the last. We have been asking YOU […]
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