Blog

Upcoming Events and Presentations
August 2, 2022
Below are some upcoming presentations by Richard Courtney on various elder law and special needs planning topics, followed by important information about some great events to be put on by

He Left Five of His Kids in Equal Ownership of Nine Businesses. What Could Go Wrong?
August 2, 2022
This is another extensive opinion with a lot to parse through. The basic facts are

Social Security Cost-of-Living Adjustment Could Be 10.5% in 2023
August 2, 2022
Social Security beneficiaries will likely to receive a record high cost-of-living adjustment in 2023 due

2022 Retirement Survey Reveals Expectations, Optimism
August 2, 2022
The 2022 Retirement Confidence Survey from the Employee Benefit Retirement Institute has been released. A