Financial Planning

Embrace the joy of retirement with a smart plan for the future! While the prospect of aging care expenses can be daunting, investing in a long-term care insurance policy can…

Many older women outlive their spouses and may not anticipate higher future taxes after such a loss. Financial experts suggest proactive measures to navigate this challenge. With American women having…

Encouraging news for prospective retirees: The 4% rule is back! Thanks to higher interest rates and bond yields, new retirees can potentially spend 4% of their nest eggs in the…

Year-end tax planning is on the horizon! With two months left in 2023, this letter outlines strategic actions to trim your federal tax bill. Focus on individual planning, investments, gifts,…

Warren Buffett’s academic journey: The legendary investor attended college twice, earning a bachelor’s degree in business administration from the University of Nebraska after transferring from The Wharton School at the…

Could you unlock financial flexibility with an in-service distribution – a potentially rewarding money move often overlooked in retirement planning. How do you determine if this strategy aligns with your…

Considering claiming Social Security benefits at 62? While it might seem tempting to access the money you’ve been contributing through payroll taxes, waiting could result in significantly higher monthly payouts…

The IRS adds a year-end task to your to-do list: Review your tax withholdings promptly. To prevent surprises when filing returns next year, taxpayers are urged to verify their withholdings.…

Seniors can unwittingly stumble into costly traps that limit their healthcare choices. Lothaire Bluteau, a 66-year-old actor from West Hollywood, found himself in a bind with Medicare Advantage when he…