Social Security, although originally intended to be a supplement to Americans’ retirement income, has become a major source for many. The Center on Budget...
Over the years I’ve had clients who knew they’d been named in estate planning documents as executor of an estate, and I’ve had others...
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...
Planning for retirement. We spend most of our working career preparing for it, saving for it, covering every contingency. When you finally wave goodbye...
Planning, planning, it’s all about planning when your goal is retirement. When you hang up your career, you don’t want any surprises, or at...
Death tax, inheritance tax, estate tax—call it what you will, they all mean that some government entity wants to put its hand in your...
The IRA is a great retirement savings vehicle; money grows on a tax-deferred basis and that’s a good thing. Eventually, though, you have to...