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Tuesday, March 31, 2026

Markets Are Asking a Harder Question: What If Inflation Stays Sticky While Growth Slows? Quick Take Markets are still watching the Middle East and oil prices closely, but the bigger issue now may be what higher energy costs, firmer...

 

Tuesday, March 24, 2026

Gen X retirement catch-up: set clear targets, maximize contributions, invest by timeline, cut spending leaks, and plan for taxes and healthcare.

 

Wednesday, March 18, 2026

Doing “everything right” but still feel stuck? Learn the shift from tactics to strategy to gain clarity on goals, priorities, and long-term planning.

 

Monday, March 2, 2026

Markets Navigate Geopolitical Tensions:Iran Conflict Raises Tail Risks, While Fundamentals Still MatterQuick Take:The U.S. and Israeli strikes on Iran raised geopolitical risk quickly, and markets reacted the way they usually do when...

 

Monday, March 2, 2026

Get ahead of tax season by organizing documents, maximizing deductions, reviewing law changes, and consulting a tax professional for better filing.

 

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Thursday, September 18, 2025

The final months of the year can sneak up quickly, and with them come deadlines, decisions, and distractions. Before the holiday season takes over your calendar, fall can be a valuable window to revisit your financial strategy and...

 

Tuesday, September 2, 2025

The Tax Cuts and Jobs Act of 2017 (TCJA) included lower federal income tax brackets, bigger standard deductions, and higher gift and estate tax exemptions, among other provisions. The law stipulated that some of those tax breaks would...

 

Wednesday, August 27, 2025

Estate management isn’t just about what happens after you’re gone— it’s also about what you can do now to help manage future estate taxes, transfer wealth strategically, and attempt to create a meaningful impact during your lifetime....

 

Wednesday, August 13, 2025

The rules regarding inherited IRAs have changed in the last five years, and failing to comply with the new requirements may result in IRS penalties. These changes affect people inheriting IRAs and those looking to leave retirement...

 

Tuesday, July 22, 2025

Compensation is more than just a number on a paycheck. Whether you're exploring new opportunities, preparing for a promotion, or evaluating your current benefits, it’s important to understand the full value of your total...

 

Wednesday, July 9, 2025

While you may follow the various stock indexes on the nightly business news, how much do you know about their histories, how they work, and why they're important? We pulled together some information and interesting facts about some of...

 

Wednesday, June 25, 2025

You’ve likely spent years building your retirement nest egg—saving diligently, investing wisely, and contributing to retirement accounts along the way. But transitioning from earning a paycheck to relying on your savings can feel...

 

Tuesday, May 27, 2025

It’s graduation season—a time of celebration and new beginnings. For families with college seniors, this time can bring both excitement and uncertainty. While some graduates have jobs lined up, many others still are navigating job...

 

Wednesday, May 14, 2025

As summer approaches, your thoughts may drift toward escaping your daily routine. Whether your idea of a perfect vacation is sitting on a pristine beach, fishing in a mountain lake, or playing the back nine between pickleball matches,...

 

Wednesday, April 16, 2025

April is a pivotal time in the college admissions process. After years of preparation, saving, and investing—not to mention the countless hours spent on exam prep, campus visits, and perfecting applications and essays—the finish line...

 

Tuesday, April 1, 2025

April isn’t just about filing taxes—it’s also Financial Literacy Month, a perfect opportunity to reflect on your financial habits, expand your knowledge, and take meaningful steps toward improving your financial well-being. Whether...

 

Tuesday, March 25, 2025

One of the greatest gifts you can give your loved ones is a thoughtful estate strategy that outlines your wishes after you are gone. Discussing estate details with your team of professionals is another way to help manage your legacy...

 

Tuesday, March 11, 2025

March is Women’s History Month, and according to a recent survey, 49% of women consider themselves to be the chief financial officer of their households, up from 41% in 2021.1 Those numbers are even more impressive when you consider...

 

Wednesday, February 26, 2025

You've worked hard throughout your life to build assets to support your retirement. As financial professionals, one of the most critical functions we provide is helping clients determine their retirement income needs and structuring a...

 

Tuesday, February 11, 2025

Tax season brings a new wave of identity theft risks, with criminals ready to exploit your personal data to file fraudulent tax returns in your name. Imagine the shock of discovering that a criminal beat you to filing your...

 

Wednesday, January 15, 2025

Social Security is often misunderstood or underestimated in retirement strategy. However, as financial professionals, we've seen how it can play a crucial role in our clients' overall financial strategy, regardless of their income...

 

Wednesday, January 1, 2025

Looks like New Year's resolutions are still going strong in 2024! A recent Pew survey found that about a third of Americans kicked off the year with at least one resolution, and many people actually went for multiple goals. It's...

 

Wednesday, December 18, 2024

As we approach the end of 2024, it's an opportune time to reflect on the year's financial developments and consider what 2025 may bring. We believe in understanding both the past and potential future of our economic landscape, which...

 

Wednesday, December 11, 2024

As you approach retirement, a critical aspect of your retirement strategy can catch even the most financially savvy individuals off guard: healthcare costs. For decades, you may have enjoyed employer-sponsored health insurance. As...

 

Thursday, November 21, 2024

Financial professionals typically have a year-round focus on monetary goals and wealth management strategies. However, we also believe that true financial well-being is intrinsically linked to your overall life satisfaction and...

 

Wednesday, November 6, 2024

America is a generous country. People with diverse backgrounds can unite for a good cause, whether to benefit their local communities or the broader world. As we enter the holiday season, now is a great time to think about your giving...

 

Tuesday, October 22, 2024

As financial professionals, we’ve noticed a trend among our clients: an increasing interest in electric vehicles (EVs). To help address some of your questions, we’ve compiled this high-level guide to provide insights into the...

 

Tuesday, October 8, 2024

Statistics show that nearly 33% of Americans have faced some identity theft attempts in their lives, and experts estimate there is a new case of identity theft every 22 seconds. As financial professionals, one of our primary goals is...

 

Wednesday, September 18, 2024

The Impact of Elections on the Markets and Tax Policy With Labor Day behind us, we're in the final stretch of the 2024 presidential election race. As we follow the news and parse the most recent polls, some may ask, "How might what...

 

Wednesday, September 4, 2024

Don’t Be A Victim Of The Retirement Crisis If you think the United States has a retirement crisis, you are not alone. A recent survey found that 79% of working-age Americans believe the same thing. That percentage is up from 67% in...

 

Thursday, August 15, 2024

In 1999, Bill Gates wrote, “How you gather, manage, and use information will determine whether you win or lose.” Companies looking to be successful in the future should heed these words when making decisions about implementing...

 

Thursday, August 1, 2024

Sending a child off to college is a major milestone for any family, whether you’re a parent, grandparent, or close friend. It’s an exciting time, filled with anticipation and perhaps a bit of trepidation. There’s so much to do, and...

 

Wednesday, July 17, 2024

If you are a small business owner—or plan to be one—you should be aware of a new reporting requirement. The Corporate Transparency Act (CTA), passed in 2021, changed beneficial ownership rules, which is expected to impact 32 million...

 

Wednesday, July 10, 2024

Legacy preparation can play a key role in any financial strategy. Legacy management lets you consider what happens to everything you’ve accumulated—and may continue to accumulate—throughout your lifetime. But far too often, we’ve seen...

 

Tuesday, June 25, 2024

Warren Buffett, the “Oracle of Omaha,” held court at the annual Berkshire Hathaway meeting in early May. Few events on the American business calendar are so hotly anticipated, and there is no hotter ticket in Nebraska- perhaps the...

 

Friday, June 14, 2024

As we enter the traditional wedding month of June, we wanted to explore the range of expenses that can be related to this special event. The average US wedding costs $35,0001 According to The Knot Real Weddings Study of nearly 10,000...

 

Tuesday, June 4, 2024

Sir John Templeton once said, “The four most expensive words in investing are: ‘This time it’s different.'” And normally, we would agree. But the phrase “This time it’s different” may apply to what's happened in financial markets in...

 

Wednesday, May 22, 2024

A few years ago, there were ads from financial services companies asking, “What’s your number?” The number was the money you needed to retire comfortably. This was an effective way for financial services companies to get people...

 

Wednesday, May 8, 2024

There isn’t a week that goes by when you don’t read about some data breach. Safeguarding your personal information starts with understanding cybersecurity risks, knowing what to look for, and doing everything you can to help protect...

 

Tuesday, April 16, 2024

At the end of 2025, portions of the Tax Cuts and Jobs Act (TCJA) are set to expire. Many changes will come with the sunsetting of many rules, including the possibility that federal estate and gift tax exemption levels will revert to...

 

Tuesday, April 2, 2024

Give your children the gift of financial literacy. They’ll thank you later! As a parent, you are well aware of your responsibility in helping your children grow up happy and healthy. Once they enter their teen years, the...

 

Tuesday, March 26, 2024

As the presidential election race heats up, a common question on investors’ minds is, “How might the looming White House vote impact the markets?” Some may wonder if they should tweak their portfolios or sit tight...

 

Tuesday, March 12, 2024

Experts estimate there are more than 44 million people with disabilities in the U.S., representing 13.4% of the population.1 Many parents of children with disabilities choose to establish a special needs trust. This can help provide...

 

Monday, February 12, 2024

Money can be a touchy subject, especially regarding our closest relationships. Whether we like it or not, finance plays an integral role in our partnerships, families, and friendships. So, how can we foster healthy attitudes and...

 

Tuesday, February 6, 2024

In the ever-evolving financial landscape, staying informed about the latest changes and potential implications for your retirement savings is crucial. Shifts in retirement regulations define 2024, and we’re committed to keeping...

 

Tuesday, January 23, 2024

It’s a fun time of year for football fans. The NFL playoffs are starting, and the Big Game is just around the corner. While football fans will tune in for the matchups, commercials, and Usher’s Big Game halftime show, you...

 

Tuesday, January 9, 2024

With the start of the new year, we wanted to discuss a topic that will likely garner attention throughout 2024: the potential sunsetting of the Tax Cuts and Jobs Act (TCJA) in 2025. Although some of the provisions within the TCJA are...

 

Monday, December 11, 2023

Your Child is Turning 18: Handling Healthcare, Academics, and Finances Together As your child blows out the candles on their 18th birthday, you may still see your baby girl or boy. But in the eyes of the law your child is considered a...

 

Monday, December 4, 2023

As we get ready to turn the page on 2023 and welcome the new year with all its possibilities, we’d like to take some time to reflect on the year that was—the notable events, trends, and developments that defined our...

 

Monday, November 20, 2023

If you or a loved one has been diagnosed with Alzheimer's disease or any other form of dementia, this can be an extremely challenging time. While promising new treatments are developing and research continues, a cure remains elusive....

 

Wednesday, November 8, 2023

Divorce is one of the most stressful life events. Even the most amicable splits can be complicated and emotionally draining. We likely all know couples who have gone through divorce, and it can be a trying time for everyone involved....

 

Wednesday, November 1, 2023

While we haven’t yet said goodbye to 2023, it’s not too early to begin thinking about any tax changes that may be on the horizon. The Tax Cuts and Jobs Act (TCJA) of 2017 was designed to overhaul the federal tax code by...

 

Tuesday, October 17, 2023

SECURE 2.0: Changes Going Into Effect in 2024 Passed in 2019, the SECURE Act was the most substantial retirement legislation in over a decade. It contained important changes designed to help investors save more and be better prepared...

 

Tuesday, October 3, 2023

Time to Think About Year-End Financial Strategies As we roll into fall and the fourth quarter, now is a good time to pause and reflect on proactive ways to set up your finances for 2024. Economically speaking, we are now in a much...

 

Tuesday, September 26, 2023

While artificial intelligence (AI) is making headlines today, the concept of "thinking machines" can be traced back to ancient philosophers and mathematicians. The phrase artificial intelligence was first used in the mid-20th century,...

 

Tuesday, September 12, 2023

Social Security, the program you may have spent a lifetime paying into, is designed to offer stability, supplemental income, and other valuable benefits that can play a role in your overall financial strategy after you retire. We've...

 

Tuesday, September 5, 2023

If you ask the average investor which month is the most volatile for the stock market, they will probably say October. It's a reasonable answer, but it's incorrect. Despite October's reputation for market-defining events like the...

 

Tuesday, August 22, 2023

As financial professionals, we understand how vital it is to safeguard your personal and financial information. Unfortunately, in our increasingly digital world, cybersecurity risks, such as phishing attacks, have become a prevalent...

 

Monday, August 7, 2023

You’ve done a great job teaching your children vital life lessons and instilling values that will last a lifetime. As summer ends and a new school year begins, one thing that shouldn’t be overlooked, especially for...

 

Tuesday, August 1, 2023

Changes are coming to the complicated form that students must submit to qualify for college financial aid, known as the Free Application for Federal Student Aid (FAFSA).The Department of Education is calling it the “most...

 

Tuesday, July 25, 2023

IntroductionOver the last several months, I have met with quite a few self-proclaimed do-it-yourself (DIY) investors who, after struggling with the markets in 2022, approached me asking for a second opinion. Interestingly, almost every...

 

Tuesday, July 11, 2023

Changes to 529 Plans in the SECURE 2.0 ActThe SECURE Act was initially passed by Congress at the end of 2019 and was intended to improve retirement savings opportunities. It was a big deal at the time and the most significant piece of...

 

Thursday, July 6, 2023

What if your child needs braces? The cost may be as much as $6,000 for metal braces—more modern versions can run as much as $13,000. Your health insurance may cover only a portion of the cost. If you're well past the braces stage...

 

Thursday, June 22, 2023

Getting your affairs in order and outlining what you want done with your estate after you’re gone is one of the greatest gifts you can leave your loved ones. However, not preparing for the transfer of your assets can lead to...

 

Wednesday, June 14, 2023

Senior care costs can be overwhelming, particularly when long-term care is required due to illness or medical conditions. With the number of seniors in the U.S. expected to rise exponentially by 2030, it's crucial to be prepared for...

 

Thursday, May 25, 2023

Estate management can be a complex and daunting task for many people, but it’s a critical step in helping your assets get managed and distributed according to your wishes.One popular tool that can be used in estate strategies is...

 

Thursday, May 11, 2023

Economies move in cycles – always have, always willThe Federal Reserve has been steadily increasing interest rates in an attempt to slow the rate of inflation. Its efforts are yielding some results, although inflation remains...

 

Monday, March 20, 2023

Every parent wants the best for their children and strives to prepare them to lead a happy, healthy, and successful life. But, despite understanding the importance of financial responsibility, only 28 percent of parents speak to their...

 

Monday, March 6, 2023

Transitioning from Private Health Insurance Plans to MedicareAs you approach retirement age, you may be anticipating transitioning from your private insurance to Medicare, which is a federal health insurance program that provides...

 

Wednesday, February 15, 2023

According to the Investment Company Institute, near the end of 2022, there was more than $4.7 trillion in cash sitting in U.S. money market funds.1,2While cash can play a role in a diversified portfolio, historically, cash has not kept...

 

Wednesday, February 8, 2023

By 2040, the U.S. Census Bureau estimates that 80 million people in the U.S. will be age 65 or older.1 Most of these senior adults will either want to—or need to—"age in place," living in their homes securely, independently...

 

Monday, January 23, 2023

With the possibility of a recession looming, it's natural for those nearing or in retirement to have concerns over their long-term strategies. After decades of accumulating a portfolio, the last thing retirees want is for a market...

 

Wednesday, January 4, 2023

In October 2022, the Internal Revenue Service (IRS) announced tax changes for 2023 — changes primarily driven, in part, by the current inflationary environment. For affluent couples or individuals interested in transferring...

 

Monday, December 12, 2022

In today’s social media-obsessed world full of popular “influencers” targeting teens, pre-teens, and even younger groups, instilling values in your children and grandchildren about what really matters in life is more...

 

Monday, December 5, 2022

In late October, the IRS announced that it is increasing contribution limits to retirement savings accounts in 2023. The changes, like many you are seeing, are a direct result of months of high inflation and financial uncertainty, some...

 

Monday, November 28, 2022

The year is almost over, and it has certainly been a bumpy one for the financial markets and our economy. As financial professionals, we work with families to design investment strategies that help them pursue their goals for education...

 

Monday, November 14, 2022

Key points:Over the past five years, affluent Americans increased their donations to charity by 48%.1Understand various strategies to help you maximize the impact of your charitable donations and your income tax savings.To qualify for...

 

Thursday, November 10, 2022

Key points:Mortgage rates are influenced by the Fed’s rate hikes.A sharp rise in mortgage rates reduces the buying power of homebuyers.Although home prices have trended higher, home sales have trended lower.6Whether you’re...

 

Tuesday, November 1, 2022

Key points:One of the biggest components of the Inflation Reduction Act is the changes to healthcare costs and coverage. The Inflation Reduction Act requires all pharmaceutical companies to rebate Medicare participants for the...

 

Monday, October 24, 2022

If you haven’t heard much about ESG investing, you will. ESG has gone from a niche investment philosophy to a mainstream investment tenant. At the same time, it has gained the attention of corporations, politicians, regulators,...

 

Wednesday, October 12, 2022

Over 50% of consumers have fallen victim to a cybercrime, with a third of those attacks taking place in the past year alone. So there are 263 million American consumers. 131.5 million have been hit by cybercrime, with 44 million...

 

Monday, October 10, 2022

Most people are used to having a percentage of their paycheck withheld for Social Security. The withholding rate in 2022 stands at 6.2% for individuals and another 6.2% for their employers, for a total of 12.4% per person.1 But...

 

Tuesday, September 13, 2022

Several factors will affect the cost and availability of life insurance, including age, health, and the type and amount of insurance purchased. Life insurance policies have expenses, including mortality and other charges. If a policy...

 

Thursday, August 25, 2022

The end of summer and the start of the school year always seem to be a catalyst for conversations about college savings and where they fit into larger, long-term financial strategies. In particular, the 529 college savings plan, with...

 

Wednesday, August 17, 2022

With inflation at 40-year highs, the Fed is aggressively hiking interest rates; but it's a tricky proposition: raise rates too much and many fear the next recession is right around the corner. Markets have been reflecting that fear,...

 

Wednesday, August 10, 2022

Is Now a Good Time for a Roth IRA Conversion?We know that taxes are one of life’s two inevitables. So, the question is not if you will pay taxes on your retirement accounts, but when and how much. That’s where Roth IRAs...

 

Friday, November 12, 2021

Medicare’s annual open enrollment period begins October 15 and ends December 7. During this time, current Medicare beneficiaries have the option to adjust their coverage for the coming year. Any changes to your plan will go into...

 

Tuesday, November 9, 2021

CNBC’s Mad Money host Jim Cramer created the popular FAANG acronym to denote some of the largest, most powerful companies in the world: Facebook, Amazon, Apple, Netflix, and Google. Recently, changes in those companies are...

 

Monday, April 27, 2020

Essential Tax Tips for IRAs Woe to the taxpayer who runs afoul of the numerous and confusing IRA rules. There are forms to file, contributions to make, distributions to take, and penalties to avoid. While corrections are possible,...

 

Monday, April 13, 2020

New Ways To Give To Charity While Getting The Best Tax Breaks With such a high standard deduction, taxpayers may not get additional itemized deductions for charitable donations. However, with a little clever planning in charitable...

 

Wednesday, April 8, 2020

TOP 10 RULES TO KNOW ABOUT QUALIFIED CHARITABLE DISTRIBUTIONS If you are an IRA owner interested in donating to charity, a qualified charitable distribution may be an option. These 10 rules outline how a QCD should be done....

 

Monday, April 6, 2020

THE NEW TAX LAW: 3 AREAS THAT COULD IMPACT FAMILIES At 1097 pages, the new tax act is the most far-reaching and complex tax code passed by Congress since 1986. This article looks at ramifications in the areas of deductions, divorce,...

 

Thursday, March 26, 2020

IRS Throws Salt in the SALT Deduction Limit Wound The Tax Cuts and Jobs Act of 2017 introduced a limit for deductions on state and local taxes. Some states hoped to get around that through charitable contributions. But the IRS says no...

 

Monday, March 16, 2020

Posted by lplresearch Economic Blog The Federal Reserve (Fed) surprised markets over the weekend by holding its March 17-scheduled meeting a few days early and introducing a wide range of provisions. Those provisions are intended to...

 

Thursday, March 12, 2020

5 Things You Need to Know About the SECURE Act The SECURE Act is by far the biggest retirement-oriented legislation to be enacted in over a decade. Many Americans are left wondering, “What does this mean for me?”...

 

Tuesday, March 10, 2020

Tax Reform and Families: 3 Essential Changes There is both good and bad news for families in the new tax act. About 60% of the tax cuts will go to families, so understanding these changes is essential. –Debra Taylor, CPA/PFS, JD...

 

Tuesday, March 3, 2020

Key Thoughts on the Tax Cuts and Jobs Act The Tax Cuts and Jobs Act has made major changes to the tax code. It’s important that you understand these changes to best plan your tax strategy going forward. –Debra Taylor,...

 

Friday, February 28, 2020

No-Regrets Lessons From a Man at Death’s Door What would happen if your earliest childhood dreams actually powered your life and business plans? What if you integrated fun into your weekly, monthly, and life goals? If...

 

Tuesday, February 25, 2020

Estate Planning Under the New Tax Act: Everyone Needs a Review When was the last time you examined your will or trusts? How about power of attorney or plans to gift assets? Under the new tax act, only eight per 10,000 estates will owe...

 

Monday, February 24, 2020

As a generation, baby boomers are starting to wonder how we can leave our mark upon the world. What, besides material possessions, can we hand down to the next generation? How do we capture and define the wisdom and values that...

 

Monday, February 17, 2020

Celebrities have enough money to hire the best estate planning lawyers. You would think celebrities, of all people, should have ironclad estate plans that keep their affairs private, leave money and possessions to the people they love...

 

Thursday, February 6, 2020

If you got hit by a bus tomorrow, would your loved ones know how to access your important records? Would they know which accounts youhold and where your money is? What about insurance policies? Realestate ownership papers?...

 

Tuesday, February 4, 2020

Last Will & Testament: Add a Letter Covering These 14 Wishes Having a will is necessary, but there is a great deal of information the legal document does not include. Here’s what to cover in a supplemental letter that specifies...

 

Wednesday, January 29, 2020

FINANCIAL PLANNING FOR THE GENERATIONS IN MOST FAMILIES, THE NEEDS AND INTERESTS OF FAMILY MEMBERS OVERLAP. EVEN IF YOUR MONEY IS SEPARATE, PLANNING NEEDS TO HAPPEN FOR ALL. –Elaine Floyd, CFP® It is normal, when working...

 

Monday, October 7, 2019

The largest wealth transfer in the history of the world is currently in process. It's estimatedthat around $68 trillion will switch hands over the next 25 years. Baby Boomers arecurrently retiring, and many of them will pass of the...

 

Tuesday, October 1, 2019

Should You Delay Retirement?Retirement is a dream for most Americans. Sure, there are people like Warren Buffett who love towork. Most people do not. If you're one of those people who want to retire, the question arises of whena good...

 

Friday, September 27, 2019

The possibility of being targeted for a scam or a malicious scheme is well-known, and youmay be aware of some of the more common or outdated scams. Today’s criminals,however, are increasingly devious. They know that many people...

 

Monday, September 9, 2019

September is Life Insurance Awareness Month which gives us a reason to talk about a subject that sometry to avoid. Life insurance can conjure up dark images. Many people are jarred into realizing theimportance of buying life insurance...

 

Tuesday, September 3, 2019

There has been a lot of chatter recently by economists and news outlets using the word “recession”.Understanding that it could happen and understanding how to handle it are different matters. If youare one of those nearing...

 

Tuesday, August 27, 2019

Raising children is something often done by parents in the prime of their life, typically between theages of 20 and 50. By the time retirement comes around, most of the children are off on their own,leaving the parents to finally take...

 

Monday, August 12, 2019

When couples get married the finances are typically left to one person. It is rare for bothparties in a marriage to handle the finances together. In some cases, it is the wife that isleaving the husband to handle all financial issues....

 

Tuesday, August 6, 2019

This topic is not comfortable for everyone to talk about but planning now can make a world ofdifference later. More than a third of long-term care residents are younger than 65 years ofage. This statistic reminds us that we should...

 

Monday, July 29, 2019

With all the day-to-day demands on your finances, sometimes it is difficult to have a strong grasp on what your overall financial picture really looks like. While many people may be very in tune with one segment of their financial...

 

Monday, July 22, 2019

You’ve put your time in and the day you’ve been waiting for has finally come. It’s time to retire!You’re done working 40+ hours a week and ready to enjoy the money you’ve been saving for years.Slow down...

 

Monday, July 8, 2019

Your 2019 IRA Guide When it comes to retirement savings, one of the best options available to thosewho don't have a workplace retirement plan is an IRA. These savings vehiclesallow for future retirees to save up to $6,000 per year in a...

 

Tuesday, July 2, 2019

Everyone faces the concept of retirement at some point. The closer an individual gets to retirement age, the more concerned he may become about his ability to live comfortably after retirement. It may also make him wonder whether his...

 

Tuesday, May 28, 2019

Although we assume many of our readers know what a 401(k) and an IRA are, let’s cover these quickly. What is a 401(k)? 401(k) retirement, savings, and investment accounts are places to store money in which your contributions are...

 

Tuesday, May 21, 2019

Individuals working for years and planning for retirement ultimately lead to be dynamic go-getters who don't want to think about the limitations and possible incapacitations of old age. However, with smart planning in your 50's and...

 

Tuesday, May 14, 2019

Social Security is one of the main benefit programs for workers in the United States. At some point, almost everyone will collect something from Social Security. If you are getting close to collecting from Social Security, you might be...

 

Tuesday, May 7, 2019

One of the crucial decisions in life if you have minor children is to make arrangements for theguardian or guardians who will finish raising your children if you and your spouse shouldhappen to die in a common accident or weather...

 

Monday, April 29, 2019

This years tax deadline is behind us. If you received a refund, what’s your plan? Some taxpayers choose to spend the entire check on clothing, shoes, and their appearance. They never look into investing their money for their own...

 

Tuesday, April 23, 2019

Two years ago, the current government built their own mark on the United States with what some call the most necessary and important tax reform. The retirement reform that they are planning might be the long shot of 2019 since there...

 

Tuesday, April 16, 2019

Taxes are on the minds of many as we just passed the 2019 tax deadline. Unfortunately, many retirees every year fail to properly account for taxes when deciding things such as budgets, withdrawal rates, and whether or not they have the...

 

Monday, April 8, 2019

Many people spend years dreaming about the day they will retire. They envision spending time in their vacation home's with their family and friends at their sides. However, for some, this vision doesn't become reality. Instead, they...

 

Tuesday, March 19, 2019

With each passing year, more baby boomers are reaching retirement age. There is a lot of discussion surrounding the management of retirement savings and how to turn this money into an income stream. This conversation is becoming...

 

Tuesday, March 12, 2019

Tax season is once again in full swing. While many concerned taxpayers file tax returns to meet the required deadline, criminals work harder to cash in taking advantage of the hectic tax season. Tax fraud remains a growing concern...

 

Tuesday, February 12, 2019

Millions of people in the U.S. are unable to care for themselves and need long-term care services. These people need assistance in performing one or more self-care activities of daily living such as eating, bathing, dressing, and...