What Should I Know about Finances Before Remarriage?
You may want to consider some financial issues before walking down the aisle again.
How to Prepare for Health Care Costs in Retirement
There is a simple and unsettling reality in the United States. Many Americans don’t feel financially prepared for health care costs in retirement.
When Did You Last Review Beneficiary Designation Forms?
When it comes to your retirement accounts, do you know who your beneficiaries are? These types of accounts have complex distribution rules and significant tax implications for those who inherit them. This complexity is compounded, if there are errors or missing information on your beneficiary forms, as is often the case. Add to this the game-changer SECURE ACT, the largest retirement legislation that has been passed in decades—and there has never been a more important time to review your beneficiary forms.
What Is Elder Law?
Elder Law is made up of three major categories, which can be broken down further into deeper topics.
Navigating Long-term Care Challenges: A Useful Guide for Women
Women face unique challenges as they age. According to the Population Reference Bureau, a Washington-based think tank, women live about seven years more than men. Living longer means planning for a longer retirement.
Do You Understand Veterans’ Benefits?
It’s important to understand the VA benefits available to you before you separate or retire from military service.
What are Biggest Financial Blunders Folks make after 50?
Reaching age 50 is a milestone that most of us celebrate. Still, after you’ve blown out the candles and bid farewell to your guests, you may have a headache from too much champagne, but otherwise feel the same as before.
What Are the True Costs of Living with Dementia?
Without proper planning, the individual with dementia and their family may struggle to cover the costs associated with their care and may face financial stress and uncertainty.
How Can I Conduct a Family Meeting about Family Wealth Planning?
When there is a large inheritance at stake (or even when there isn’t), it is a great idea to get everyone on the same page. A family meeting can make that happen, and it can even be enjoyable.
Post-Divorce Tax Planning for Women
The early part of the year is often referred to as “divorce season,” since it’s a popular time for couples to part ways. Regardless of when it happens, divorce is a significant time of change for women in many aspects, especially when it comes to their finances and money management.
