Your loved one has departed this mortal world for the ethereal place that lies beyond. But online, they live on as digital ghosts, their...
When Second Harvest Food Bank of Middle Tennessee opened its doors in 1978, its founders were hoping to solve a big societal problem with...
Say “Margaritaville”—and you just know. You know it’s always 5 o’clock somewhere. You know that come Monday, it’ll be alright. You know it’s Jimmy...
Everything is going up next year—some good, some bad. In the last few weeks, I’ve written about 2024 increases to retirement plan contributions, catch-up...
At the very moment IRAs joined the retirement savings universe in 1974, so did Required Minimum Distributions (RMD). The government was more than happy...
“What in the world does that mean?” I can’t tell you how many times I’ve been asked that question during more than 30 years...
Healthcare proxies, also known as medical powers of attorney, are one of the most important documents you can have in your arsenal of legal...
Someone trusts you so much that they name you to settle their estate when they’re gone. You’re honored they have that much confidence in...
It’s called the survivor trap or widow’s penalty. It’s a financial monster that eats away retirement income after one spouse dies, often leaving the...
Wait a minute! I thought giving gifts was a great estate planning tool. Conventional wisdom has always said that gifts reduce the size of...