Hey! It’s just an IRA. What is there to know? You put money in and it’s a tax deduction, you get to take it...
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...
There is a little-known rule connected to Roth IRAs that can benefit the surviving spouse of a deceased military member. It allows for a...
“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...
There are certain questions of life we all want answered. What happens when you die? Does my life have meaning? How long should I...
It’s a fact of life. Americans are consistently living longer than ever before. It used to be that someone living to 90 was a...
Tax Time—it’s one of those phrases that strikes fear in the hearts of even the strongest among us. It can send one spouse scurrying...
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...