Tag Archives: Benefits

A Review of Spousal Planning Basics

Tweet Coordinating spousal benefits is one of the most important and most complex areas of Social Security planning. There are two parts to it: 1) Which claiming strategies can you do, and 2) which claiming strategies should you do? The first relates to the rules, and what you are permitted to do; the second relates [...]

Interns vs. Employees: Hire interns for your benefit and theirs

Tweet From a productivity and efficiency standpoint, having students as employees allows you to utilize their skills and time and simultaneously give them valuable, “hands on” experience. Student interns are a wonderful addition to any practice Students can add enthusiasm and knowledge the practice may not have (best example is in choosing and using technology) They [...]