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Insights
Gifting Now vs. Leaving It Later: The Tax Tradeoffs
The choice between gifting assets during your lifetime and passing them to heirs through your estate involves more than estate taxes. Georgia Lord, Head of Financial Planning at Corbett Road, explains how cost basis, gifting rules, retirement accounts, and state tax considerations can shape a wealth transfer strategy.
Oct 15
Should Both Spouses Claim Social Security At The Same Time?
Learn how Social Security benefits are calculated, including your highest 35 years of earnings, claiming age, benefit formula, and strategies for retirement income planning.
Oct 6
What You Should Review During Medicare's Annual Enrollment Period
Healthcare costs can play a significant role in retirement planning. Camilla Carvalho, Wealth Manager at Corbett Road Wealth Management, explains what to review during Medicare's Annual Enrollment Period and how coverage decisions may connect to your broader financial strategy.
Sep 23
How is My Social Security Benefit Calculated?
Learn how Social Security benefits are calculated, including your highest 35 years of earnings, claiming age, benefit formula, and strategies for retirement income planning.
Sep 10
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