Imagine this. You’re retired. You planned well. Your retirement income allows you to live a great life. Then, you get a letter saying your Medicare Part B premiums are going up 220%! After you pick yourself up off the floor and the panic has subsided a bit, you try...
The financial world is filled to the brim with planning—financial planning, estate planning, retirement planning, longevity planning—and that only scratches the surface. With all this focus on planning, there’s almost no discussion about—Parent Planning.
Caring for elderly parents is a growing issue in the United States. A survey conducted by...
Many of us who have lived a while have been conditioned to think that estate taxes are the number one issue when creating an estate plan—how do you avoid them; how do you reduce them? But in 2020, the first $11.58 million of a taxable estate is free from...
In the blink of an eye, the planet called earth forever changed because of something we’d never heard of, and a new word has been permanently added to the world lexicon—Coronavirus. Even with all the changes we know about now, caused by COVID-19, the list of changes is getting...
