Same-Sex Marriage Ruling Simplifies Some Important Tax and Benefits Issues

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The Supreme Court’s decision to extend the right to marry to same-sex couples no matter   

Retirement Planning and the Surviving Spouse By Rick Rodgers

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Retirement planning as a couple should not overlook the challenges created when the first spouse   

IRS Provides Guidance for Same Sex Couples

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Revenue Rule 2013-17 provides some guidance.

Federal Tax Changes for Same Sex Marriage

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The IRS has responded with a general rule recognizing same-sex marriages nationwide.

Is the Recent DOMA Ruling a Windfall for the Government?

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If you think it’s not, maybe you should look again.

Rules for Claiming Social Security Benefits

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They can be tricky.

Double Your Retirement Savings with a Spousal IRA

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Earned income from one spouse can be saved in the other’s name.

The Path to a Lasting Marriage – Financial Independence

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How can a husband and wife achieve financial peace in their marriage? Step one is to agree on a long-term plan.

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2025 Lititz Pike, Lancaster, PA 17601
Phone: 717-560-3800, Toll-Free: 888-876-3437