How to Plan in a Time of Uncertainty

Pandemics, inflation, rising interest rates, war in the Ukraine—uncertain times indeed! And yet, in the world of estate planning, almost every change in the zeitgeist offers its own suite of planning opportunities and applicable techniques.

Aging Life Care Managers

As many family caregivers know all too well, caring for an elderly loved one can overwhelm you quickly.

Do You Lose Benefits If You Retire Early?

Claiming Social Security before full retirement age (FRA) has consequences–namely, that you’ll get stuck with a lower monthly benefit for life.

Is Your Estate Plan Ready for Tax Changes?

There are useful estate planning vehicles that take advantage of current historically high federal exemptions, while providing flexibility to adapt and modify those plans based upon future events or tax law changes.

IRA Inheritance Changes

The IRS is weighing a change that could leave your heirs poorer than you might hope.

What Do Higher Interest Rates Mean for Pensions?

Higher rates mean a lower lump sum. You are discounting [the value] of a stream of future payments.

What Is Latest Scam to Bilk Seniors?

Wine and whiskey scam run out of U.K. defrauded elderly U.S. investors out of millions, officials say.

RMD Formula Changes for First Time in 20 Years

The IRS has good news for retirees: you can now keep more money in your tax-deferred retirement accounts thanks to lower required minimum distributions (RMDs).