Dying may not be on your agenda, but if you do pass away and need to plan for that eventuality, it’s important to know what options are out there. […]
5 key things to know when you create a will and make other end-of-life plans Read More »
Tax season can be a stressful time of year, and it becomes even more complicated when you live abroad. A year ago, Crystal Dyck realized she needed the services of
When It Pays to Hire a Tax Pro Read More »
If you turned 72 in 2022, the last chance for your first mandatory retirement plan withdrawal is April 1 — or you may face a hefty tax penalty. Enjoy
The last chance for some retirees to avoid a 25% tax penalty is April 1 Read More »
Even though average retirement savers suffered heavy losses in 2022, retirees are now positioned to rebound and weather the next recession, experts say. Enjoy this complimentary download: By submitting
New federal data shows that even with a huge increase in tax refund fraud, the IRS still needs weeks to process millions of individual returns. That’s the case even though
Here’s What Happens at the IRS After You File Your Taxes Read More »
The financial products can be complicated and laden with high, hidden fees. But rising interest rates are now making a particular type of annuity — known as a Multiyear Guaranteed
When you retire is a big decision, and it depends on many factors. However, there are some retirement timing questions that you need to ask yourself early on in your
In Retirement, Many Crucial Questions Start With the Word ‘When’ Read More »
Too often, vacation imaginations become consumed by must-dos and bucket lists. Here’s how to leave behind the checklist and go for something a little more fun. Enjoy this complimentary
Shred Your Bucket List: Why ‘Must-Do’ Travel Plans Are Ruining Your Vacations Read More »
Life expectancy calculations are always a moving target. But using them to plan your retirement budget can result in a shortfall down the road, especially if you are planning to
Figuring Out Your Life Expectancy Is Tough. How Not to Run Out of Money. Read More »
Having multiple credit cards and playing the rewards game can save you hundreds of dollars each year — if you’re smart about how you use the cards. Enjoy this
Why you should buy everything with credit cards — provided you meet 1 condition Read More »