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Tweet Seniors are the fastest growing segment of the population, not only in the United States, but in the world. Currently, individuals age 65 and over represent 13% of the U. S. population – about 41 million people – but … Continue reading
Tweet By Mark Ford I consider myself to be an expert of sorts on retirement. Not because I’ve studied the subject, but because I’ve retired three times. Yes, I’m a three-time failure at retiring. But I’ve learned from my mistakes. … Continue reading
Tweet Federal law requires that participants in employer-sponsored retirement plans designate their spouse as their beneficiary unless the spouse waives this right in writing. Assuming that you and your spouse adhered to this practice, a document known as a Qualified … Continue reading
Providing financial advisory, long term care planning, and wealth management services to Mt. Laurel, Moorestown, Medford, Cherry Hill, Voorhees, Haddonfield, Marlton, Southern New Jersey, and Greater Philadelphia.
Martin Higgins is a registered representative and investment adviser representative of Mutual of Omaha Investor Services, a securities broker/dealer and registered investment adviser. Home Office: Mutual of Omaha Plaza, Omaha, NE 68175-1020. Member FINRA / SIPC. There is no contractual relationship between Family Wealth Management and Mutual of Omaha Investor Services, Inc. Martin Higgins can only do business in states in which he is registered. The information presented on this web site is intended for educational purposes only, and is not intended to replace the advice of an attorney or qualified tax professional.