Beneficiary Audit

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Do you want your ex-spouse to get your money when you die? Or how about someone that’s fallen out of your good graces? No...
We’re in the fourth quarter of the year and people on Medicare want to know what it will cost them in 2025. So far,...
It seems like we just rang in the new year and here we are at the end of 2024. So, with the time left...
It’s near the end of the year and you’re calculating how much you’ll have to pay the IRS when you file your tax return...
It won’t be long before you’ll be fussin’ and cussin’ again as you gather all the tax information needed to step back in the...
You’re doing your year-end financial review and trying to figure out how much you’ll have next year to pay the bills, handle any big...
Yep, it’s that time of year again, Medicare Open Enrollment, so it’s time to do your homework and go shopping to make sure you’ve...
Pundits spend months predicting how much the Social Security cost-of-living-adjustment (COLA) will be for the following year. Me? I just wait until October when...
Philanthropy is a prime component of American life. Whether it is inherent in our DNA or a practice taught from one generation to the...

The Rule of 55

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Your plans for retirement are right on track. In fact, you’ve done so well that you could actually retire early. The only problem is,...