Americans are living much longer. Some are running out of money before their death and need additional assistance from the Federal Government, which puts...
The desire to leave a legacy when you depart this world has always been the reason to do estate planning. Until now, that’s been enough. But...
Do I need a will or a trust? That’s the most basic question to begin creating an estate plan. And, let’s face it, you...
Have you ever had that sick feeling in the pit of your stomach when you realize there was a tax deduction you could have...
This is the time of year when leaves fall and the Social Security Administration announces the annual cost of living adjustment (COLA) for people receiving Social...
Being elderly in America has more than its share of issues—affording proper healthcare, being forced to work much longer because of the need for health insurance or...
Since the Roth IRA was created by the Taxpayer Relief Act of 1997, it’ been an appealing addition to retirement planning. While contributions to...
It may be one of the biggest misconceptions people have about Medicare—thinking that when they’re eligible they can enroll and then they’re set for...
You’ve worked hard to get your estate plan in place. The appropriate documents have been created and signed. You’ve named the person who’ll carry...
For years now, there’s been lots of talk about what happens if you claim Social Security benefits before full retirement age (FRA) or even...