The gift tax exemption is the key financial tool that can help you preserve your estate for generations to come. If you’re at risk of exceeding your state’s estate tax exemption limit, by gifting your estate—or portions [...]
You may find that all of the terminology in the finance world (and the retirement world) makes your head spin. There are so many acronyms and technical terms that it can be hard to follow. To help [...]
Many Americans are approaching their golden years with some level of debt. In 2016, nearly 61% of US citizens were transitioning into retirement while still bearing debt.[1] While one might assume that expenses would naturally decrease after [...]
The possibility of needing long-term care is a major factor in your retirement. It's difficult to think about a time when you may need extra assistance with daily tasks, but it's very common and very costly, especially [...]
Since there is so much uncertainty right now, many are making predictions about where the economy is headed, when the virus will subside, and when we will return to “normal.” While no one can be sure, it’s [...]
If your financial or employment situation has changed due to coronavirus, you may be rethinking your Social Security claiming strategy. While you can claim Social Security benefits as early as age 62, you will receive a permanently [...]
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