Planned Gifts

Welcome! We are pleased that you have interest in learning about the many benefits of gift plans. If you have any questions about the best way for you to benefit through a planned gift, please call. A member of our Planned Gifts Team will be very pleased to help you.

Contact Us

Washington News

Washington News

Social Security Benefits Increase by 2.8% in 2019

The Social Security Administration recently announced the cost-of-living increase for Social Security benefits in 2019. The 2.8% increase is the largest boost in six years. The cost-of-living increase was 0% in 2016, 0.3% in 2017 and 2% in 2018. Over 67 million Americans receive Social Security and will enjoy an increased check in January of 2019. The average 2018 Social Security payment of $1,400 per month will increase by about $39. Social Security recipients with larger payouts will appreciate a greater increase in the value of their benefits. Military retirees will also receive a 2.8% cost-of-living increase. Veterans benefits for disability pay and dependents' compensation will also benefit from the 2.8% increase. House Veterans Affairs Committee Chairman Phil Roe (R-TN) was clearly pleased with the decision by Congress to pass legislation to give military retirees and veterans the 2.8% increase. Because the increases in military benefits are not automatic

Find Out More ►

Personal Planner

Personal Planner

IRA and 401(k) Designated Beneficiary Options

Each year, IRA and 401(k)s are subject to required minimum distributions (RMDs). Because the distributions start at just under 4% at age 71 and then slowly increase, many IRA and 401(k)

Find Out More ►

Gift Options

Create Your Plan

Friday October 19, 2018

News

Our News

Our News

Exciting events are happening at UIndy

Thank you for your interest in University of Indianapolis. Our hope is to serve you and your family with helpful information.

Find Out More ►

Personal Planner

Personal Planner

IRA and 401(k) Designated Beneficiary Options

Each year, IRA and 401(k)s are subject to required minimum distributions (RMDs). Because the distributions start at just under 4% at age 71 and then slowly increase, many IRA and 401(k)

Find Out More ►

Savvy Living

Savvy Living

How to Recognize and Prevent Financial Scams

Can you provide some tips on how to protect seniors from financial scams? My 76-year-old aunt was recently swindled out of $25,000 and I want to make sure my own mother is protected.

Find Out More ►

Washington News

Washington News

Social Security Benefits Increase by 2.8% in 2019

The Social Security Administration recently announced the cost-of-living increase for Social Security benefits in 2019. The 2.8% increase is the largest boost in six years. The cost-of-living increase was 0% in 2016, 0.3% in 2017 and 2% in 2018. Over 67 million Americans receive Social Security and will enjoy an increased check in January of 2019. The average 2018 Social Security payment of $1,400 per month will increase by about $39. Social Security recipients with larger payouts will appreciate a greater increase in the value of their benefits. Military retirees will also receive a 2.8% cost-of-living increase. Veterans benefits for disability pay and dependents' compensation will also benefit from the 2.8% increase. House Veterans Affairs Committee Chairman Phil Roe (R-TN) was clearly pleased with the decision by Congress to pass legislation to give military retirees and veterans the 2.8% increase. Because the increases in military benefits are not automatic

Find Out More ►

Friday October 19, 2018

For Advisors

Washington News

Washington News

Social Security Benefits Increase by 2.8% in 2019

The Social Security Administration recently announced the cost-of-living increase for Social Security benefits in 2019. The 2.8% increase is the largest boost in six years. The cost-of-living increase was 0% in 2016, 0.3% in 2017 and 2% in 2018. Over 67 million Americans receive Social Security and will enjoy an increased check in January of 2019. The average 2018 Social Security payment of $1,400 per month will increase by about $39. Social Security recipients with larger payouts will appreciate a greater increase in the value of their benefits. Military retirees will also receive a 2.8% cost-of-living increase. Veterans benefits for disability pay and dependents' compensation will also benefit from the 2.8% increase. House Veterans Affairs Committee Chairman Phil Roe (R-TN) was clearly pleased with the decision by Congress to pass legislation to give military retirees and veterans the 2.8% increase. Because the increases in military benefits are not automatic

Find Out More ►