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...
A lot of work goes into creating an estate plan. It can be a lengthy, time-consuming process. You want to make sure everything is...
It started with a COVID shot. We knew my uncle John (not his real name) was getting one and that reactions to the shot...
For those of us who’ve lived a while, we remember the “little black book”—the place where you kept important contact information before the technology...