Someone thought enough of you to make you a beneficiary of their estate. They’ve passed away and now you’ve received your portion. The question...
When the 2017 Tax Cuts and
Jobs Act (TCJA) was passed it changed the rules about deductions for charitable
giving. Under current law the only way...
For most folks heading into retirement, there’s always that time of reflection, deciding if you can actually retire. “Do I have enough saved?” “Will...
If you have a Health Savings Account (HSA), there’s good news and there’s bad news for next year. The good news—in 2023 you’ll be...
It used to be that retirees who worked part-time did so because they had to—the widow who didn’t have enough money after her husband...
For adults, planning for retirement is a life-long pursuit. We have dreams of a wonderful lifestyle after saying goodbye to our careers. We never...
Covid-19 has changed life forever in more ways than we can count. It has also changed end-of-life estate planning and estate modification. It can...
For Americans born in the 1970’s and beyond, these are unprecedented times. For most Americans, these are uncertain times. For retirees, whose income is...
What to do? What to do? The 2020 presidential election is just around the corner and questions are being asked about how to protect...