Is an IRA Conversion a Good Idea when the Market Is Down?
Soaring inflation, interest rate hikes and the war in Ukraine have sparked ongoing stock market volatility. However, there may be a bright spot: the chance to save money on a Roth conversion.
Second Marriages and Estate Planning
More Americans are now getting married over the age of 65 than ever before. Even though this may be a second or third marriage for many, caregivers should nevertheless be aware of certain aspects that shouldn’t be ignored amidst all the wedding plans and celebrations.
What Do I Need to Know About Long-Term Care Insurance?
Long-term care insurance covers expensive nursing care needs. However, is it a good investment? Here’s what experts say about what you should take into account.
What Does ‘Community Property’ Mean?
You may have heard the term “community property.” However, do you know exactly what it means or how it could affect you?
What Should I Know about Finances Before Remarriage?
You may want to consider some financial issues before walking down the aisle again.
What’s the Limit for Earning with Social Security?
Knowing when to retire and when to begin claiming benefits comes down to understanding yourself — and your finances.
Can Estate Planning Reduce Taxes?
Once more hesitant to plan ahead, clients in today’s environment are much more proactive and willing to take action in the near term, rather than waiting and risking having to pay higher taxes down the line.
Can I Avoid the Economic Dangers of Caregiving?
If caregiving looms in your future — and it likely does if you’re a daughter, an only child or the one (if you are, you know what I mean) — take time now to protect your financial life.
Assisted Living Providers Face More Pandemic-Related Scrutiny from OSHA
Assisted living communities and other healthcare settings cited for previous COVID-19 safety violations are facing additional pandemic-related scrutiny from the federal government.
What are the Biggest Retirement Costs Often Overlooked?
Does your retirement budget account for all of these costs?
