1. Not taking advantage of the Stretch distribution option or not establishing it properly The Stretch IRA is a way …
Investing For Your Retirement Goals
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 …
Do You Have Liability Protection?
The risks to your wealth aren’t only in the financial markets. The wealthier you become, the more liability protection matters. …
Special Needs Trusts and ABLE Accounts
A look at the role they can potentially play for families. Parents raising a child with special needs can face …
6 Ways to Fund a Working Mom’s Retirement
As a working mom, whole weeks may go by without the chance to sit down or even think. You’re managing …
Long-Term Care Choices
A look at three other Long-Term Care (LTC) coverage options Traditional long-term care insurance has grown costlier—and some of those …
Dollars and Sense, Social Media and your Money
What influences your spending choices? Social media can pressure you to spend more than necessary. We have all seen our …