Browsing: Retirement

Year-end is a time for holiday cheer, introspection, and Wall Street strategist predictions for the market. As I try to emphasize to my clients, these analyst…

As the end of the year approaches, you should be asking yourself what tax strategies you might be missing out on. Depending on your situation, there…

By Rachel Leland, Next Avenue While reliable data shows that the very rich are, for the most part, getting much richer, some families go from “riches…

Ask family caregivers what sort of government support they want and their answer is clear: They want upfront cash. Not bigger future Social Security benefits. Not…

It’s always a good idea to revisit your retirement plans to see how you can make changes that can help you be more financially secure, healthy,…

Overview The Corporate Transparency Act (CTA) filing requirements have been reinstated and most filings will now be due January 13, 2025 instead of the December 31,…

The gift-giving season is upon us, and if you’re like many, you’ll be looking for a last-minute gift that isn’t the same-old, same-old. This year, why…

There’s a Stealth Tax retirees and near-retirees often don’t know about until they inadvertently trigger it, costing them a lot of taxes that often could have…

The Older Americans Act, the umbrella federal law that includes programs such as Meals on Wheels, senior transportation, information services, adult day, and caregiver support was…

Helping aging parents can be a difficult journey as they age. Some elders are relatively simple, though always work, while other families experience a minefield with…