Americans are living longer, healthier, and more active lives than past generations, and they want to ensure their healthcare and …
The Gift Tax? Questions of Life or Death
The Tax Cuts and Jobs Act raised the lifetime exclusion limits for estate and gift taxes from roughly $5.5 million …
Optimizing Social Security Income
Many Americans count on Social Security as a substantial source of income in retirement. But, most people do not understand …
Retiring Earlier Than Planned?
Adapting your retirement strategy (and outlook) may be necessary. Involuntary retirement can be emotionally and financially unsettling. Here are some …