Browsing: Retirement

Washington voters will decide the fate of the state’s path-breaking public long-term care insurance program in a referendum this Fall. If adopted, Initiative 2124 would make…

The tax-free quality of money in a 529 tuition savings plan can be continued, even after the education spending need has passed, thanks to a provision…

Gift tax returns could be the most misunderstood, neglected, and overlooked part of estate planning. There are many people who know estate planning quite well but…

In Christianity alone, it is estimated that there are thousands—yes, thousands—of different denominations around the world. Each denomination has its own interpretation of Scripture and its…

If you expect fabulous returns to continue, you’re likely to be disappointed. Look closely at the data and you’ll see why. By William Baldwin, Senior Contributor…

The American College of Financial Services just released its fourth Retirement Income Literacy Study. Every three years in the past decade The College has conducted a…

A new bill winding its way through Congress aims to increase retirees’ net income from Social Security by eliminating federal taxation of benefits. Unless the You’ve…

Many Americans depend on Social Security to make ends meet each month. Depending on your total household income, you may be surprised that you owe taxes…

Parents have many challenges when it comes to raising their children. One of the most important is also one of the most overlooked: financial literacy. What…

Marriage is hard, and money makes it harder. Merging two lives, two beings who are always changing, is a delicate balance of individual autonomy and collective…