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...
Posts about
Estate & Retirement Planning (4)
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...
Estate Tax Planning Tips for Married Couples
For married people with large estates, the Tax Cuts and Jobs Act (TCJA) brings welcome relief from...
Give Back and Save Taxes with Charitable Contributions
| As year end approaches, you may be thinking about making some charitable donations. Here’s a... |
Will You Have to Pay Tax on Social Security Benefits?
| Will You Have to Pay Tax on Social Security Benefits? |
| Some people are under the misconception... |
There’s Still Time to Set Up a SEP for 2016
| There’s Still Time to Set Up a SEP for 2016 |
| Simplified Employee Pensions (SEPs) are... |
Remember RMDs this Tax Season
Did you know that, once you turn age 70½, you must start taking mandatory annual withdrawals from...