Retirement Savers: Consider Using TIPS to Hedge Against Inflation
To help curb record-setting inflation, the Federal Reserve Bank enacted its second consecutive...
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Estate & Retirement Planning (3)
Time to Check Your Beneficiary Designations
For 2022, the federal estate tax exemption is $12.06 million (effectively $24.12 million for a...
Mid-Year Tax Planning Ideas for Individuals
The 2022 tax year is well underway, and year end will be here before you know it. Summer is a good...
Self-Employed Business Owners: What’s the Right Retirement Plan for You?
If you own a successful small business with no employees, you might be ready to set up a retirement...
How to Wrap Up an Estate
If you're an executor or personal representative of an estate—or even an heir—eventually you want...
Considering Long-Term Care Insurance? Here’s What You Should Know
For some people, it’s easier to think about one’s eventual demise than to consider the possibility...
A Closer Look at Durable Power of Attorney
As the COVID-19 pandemic taught many Americans, serious illness may strike at any time and any age....
How to Avoid Penalties on Early Retirement Account Withdrawals
Economic fallout from the COVID-19 crisis may cause some cash-strapped individuals to default on...
Who Will Run Your Business After You?
If you’re a business owner, do you have a plan in place that names who’ll follow you as head of...
SECURE Act Affects Retirement and Tax Planning for Individuals
On December 20, President Trump signed into law the Setting Every Community Up for Retirement...