Estate planning can be a complex topic, but it’s crucial for anyone looking to protect their financial legacy. In this episode, Gregory Ricks and Wes Blanchard simplify the process of […]
Podcast 105: Legacy Matters: Making Wills and Trusts Work for You Read More »
Social Security plays a critical role in the lives of nearly 50 million Americans, providing an average monthly benefit of $1,837, according to the SSA. For many elderly individuals, Social
As we approach the final months of 2023, have you managed to prioritize paying yourself first this year? It’s not too late to embrace this valuable financial habit. In a
Social Security: A vital American institution that provides crucial financial support during retirement. Yet, delving into the intricacies of Social Security benefits can feel like deciphering a complex book with
Social Security: What Is the First Year of Retirement Rule? Read More »
America’s super-rich are making significant shifts in their investment strategies, with high net worth individuals now holding over 34% of their portfolios in cash, the highest level since 2002, according
The 2017 tax overhaul changed the landscape for charitable deductions, leaving millions without key tax benefits for their donations. However, a growing group of seniors can still enjoy significant advantages
A Tax Break Worth the Hassles Read More »
While presidential candidates discuss preserving Social Security, the real question lies in how to address its looming financial crisis. With the trust fund facing depletion in a decade and a
Social Security’s Problem Is Growing. This Plan to Fix It Deserves a Look. Read More »
Choosing wine from a restaurant menu can be nerve-wracking. Should you opt for a familiar region or take a leap into the unknown? Perhaps the second-cheapest is your safe bet.
The Wines Sommeliers Would Never Order At A Restaurant Read More »
Is buying life insurance a lousy investment? It might be. But there’s something even worse: qualified longevity annuity contracts (QLACs). These annuity contracts offer guaranteed income but with a twist.
Opinion: Buying this annuity guarantees that you’ll lose out on big money Read More »
Still haunted by the memories of the Great Recession’s housing crash? Discover how the echoes of the 2008 subprime mortgage meltdown are reverberating in today’s housing market turmoil.” Enjoy this