Removing Family Burdens With Estate Planning
- Forbes
Discover how estate planning protects your assets, minimizes taxes, and ensures your family’s future. Learn strategies for wills, trusts, and more.
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8 ways to give your grandkids money without sacrificing your retirement savings
- Business Insider
Supporting your grandkids shouldn't come at the cost of your own comfort in retirement. Considering contributing to a 529 plan for their college education, or making them your life insurance beneficiary. You can also write them into your will, or set up a trust fund to handle the doling out of assets.
Types of Pet Insurance
- Investopedia
The three main types of pet insurance are comprehensive (accident and illness), accident-only, and basic wellness care. More than 4.8 million pets are covered by one of these pet insurance types, which can help reimburse veterinarian bills keeping your furry friend healthy and happy.
Baby-boomer homeowners got rich from skyrocketing house prices. Now they can't find retirement housing.
- Business Insider
Baby-boomer homeowners have benefited from skyrocketing housing prices amid a home shortage. But now they're facing a shortage of accessible homes to retire in. Many older adults are stuck in homes they're increasingly struggling to live in and pay for.
You've got mail from Medicare Advantage, so be careful
- Reuters
If you are enrolled in traditional Medicare with a standalone Part D plan, you may find your premium jumping, or changes in deductibles or cost-sharing arrangements.
Inherited IRA Rules That Can Surprise and Trap Heirs
- Forbes
Inherited IRAs often incur unnecessary taxes because heirs don't know some key rules.
10 Habits Happy Retirees Have in Common
- Forbes
These 10 common habits of happy retirees are a road map for people who want to achieve the same happiness. Today's behaviors push your life towards tomorrow's happiness.
Plan For Retirement Beyond Your Go-Go Years
- Forbes
With long retirements, you’ll need to plan ahead for multiple phases of life that come with different needs and interests.
Medicare Costs Are Going Up in 2025—Here's the Impact on Your Wallet
- Investopedia
Everyone will have a deductible. Here’s how the deductibles are changing in 2025.
Top Estate Planning Mistakes Families Make — And How To Avoid Them
- Forbes
Estate planning is essential for families who want to secure financial stability and build generational wealth.
Here's How To Semi-Retire In 5 Steps
- Forbes
Semi-retirement is a powerful strategy to help you enjoy life while improving your financial security. Here's how to semi-retire in 5 easy steps!
Inheritance: Definition, How It Works, and Taxes
- Investopedia
Inheritance refers to the assets that an individual bequeaths to their loved ones after they pass away. An inheritance may contain cash, investments such as stocks or bonds, and other assets such as jewelry, automobiles, art, antiques, and real estate.
Why a Roth IRA is the 'holy grail' retirement account—no matter your income
- Fortune
Not only is tax diversification important in retirement, but many people may not realize just how big of a tax bill they will face in their later years if most of their assets are tied up in accounts like traditional IRAs and 401(k)s. One question clients often have is how to know that the Roth's tax treatment is guaranteed to stay the way it is. Of course, it's impossible to say—Congress could change the rules at any time. But the government depends on the immediate revenue it gets from the Roth, when Americans are effectively pre-paying taxes.
9 Major Medicare Changes for 2025 and How They'll Impact Your Coverage
- Investopedia
In 2025, Medicare will undergo some of the most significant changes in a generation. Changes to Medicare will include a $2,000 limit on out-of-pocket Part D drug costs, an opt-in payment plan, and some potential broad changes in Medicare Advantage plans. Most result from the Inflation Reduction Act.
FTC's New Rule Will Require Companies to Make Subscriptions Easier To Cancel
- Investopedia
After more than 16,000 complaints from the public, the Federal Trade Commission (FTC) is implementing a “click-to-cancel” rule, which will require sellers to make it as easy to cancel a subscription as it was to sign up.
Here Are the Pros, Cons, and Best Practices for Using Your Credit Card
- Forbes
Discover the benefits and drawbacks of credit cards. Learn helpful tips and best practices for responsible credit card use.
Exploring the Benefits and Tax Considerations of IRAs
- Forbes
Understanding the basics of IRAs and Roth IRAs. A traditional IRA allows you to make pre-tax contributions, which can reduce your taxable income for the year.
Should You Give Away An Inheritance While You’re Still Alive?
- Forbes
Many people plan to leave an inheritance for their loved ones, but a growing number are considering gifting assets while they’re still alive. This decision comes with both emotional and financial factors . Let’s explore the pros and cons to help you decide whether it’s the right choice for you.
How To Find Out If You Have Missing Money
- Forbes
More than a trillion dollars sit in forgotten bank accounts, abandoned pensions or other misplaced assets. Here’s how to look for your unclaimed property.
Enhance Your Financial Habits With This 7-Day Savings Challenge
- Forbes
Savings is a key part of long-term financial health. This challenge helps you start a savings habit, one day at a time.
How To Prepare Women For Inheriting Wealth
- Forbes
When inheritance happens, women can find themselves overwhelmed by the responsibility of wealth management. If your wife or daughter might be put in this position someday, there are steps you can take now to make sure it doesn’t happen.
Social Security: Can You Change Your Mind? Yes, But...
- Forbes
If your situation changes after you have filed for retirement benefits or you have changed your mind, you can cancel your Social Security application. But remember, take the wrong benefit at the wrong time, it’s always smaller and it’s forever. Here's more info on timing from Forbes.
6 New Retirement Rules And Tax Changes Everyone Should Know
- Forbes
Sweeping new retirement rules and tax law changes touch everyone from high-earners, retirees, employees, employers, and individuals inheriting retirement accounts.
Going Solo: How to Plan for Retirement When You’re on Your Own
- The New York Times
More Americans are entering their later years without people they can automatically turn to for assistance with their health and finances. Here’s how to start.
9 Major Medicare Changes for 2025 and How They'll Impact Your Coverage
- Investopedia
In 2025, Medicare will undergo some of the most significant changes in a generation. Changes to Medicare will include a $2,000 limit on out-of-pocket Part D drug costs, an opt-in payment plan, and some potential broad changes in Medicare Advantage plans. Most result from the Inflation Reduction Act.
The price Americans put on an extra year of good health? $200,000
- Fortune
Would you rather have $1 million dollars added to your retirement account or have five healthy years added to your life expectancy?