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Widows getting cheated out of Social Security

…says Biggs, is that the educational materials provided by the government, while recently improved, haven’t historically done a good enough job of emphasizing the issue. (Quoted from http://www.marketwatch.com/ on August…

How Are Trusts Taxed?

How Are Trusts Taxed? From: www.aaepa.com Trusts can be very useful vehicles to control assets during life and after death. During life, they can be especially helpful to control assets…

Estate Planning Reduces Stress During High Anxiety Times

Estate Planning Reduces Stress During High Anxiety Times From: www.aaepa.com Everyone who lived through September 11, 2001, shares a common experience. Although colored by our individual circumstances, we remember looking…

The 4 expenses retirees most underestimate, and how advisors can help

The 4 expenses retirees most underestimate, and how advisors can help From: www.financial-planning.com Marianne Nolte knew that caring for her mother-in-law would be expensive, especially after the 94-year-old moved into…

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Beware of the Tax Traps in Retirement

Beware of the Tax Traps in Retirement From: www.kiplinger.com The stage is set for higher tax bills and surcharges for retirees, if they’re not careful. From RMDs to taxes on…

What’s the Best-Performing Asset Type During a Recession?

What’s the Best-Performing Asset Type During a Recession? From: www.morningstar.com While bonds disappointed as diversifiers in 2022, they’ve historically performed well during economic downturns. The Federal Reserve’s campaign to stamp…

Social Security’s Funding Crisis Has Arrived

Social Security’s Funding Crisis Has Arrived From: www.fa-mag.com The Social Security Trust Fund has done quite well in recent years, due to the postwar babies’ surge into the labor force…

IRS Announces Higher Estate And Gift Tax Limits For 2020

IRS Announces Higher Estate And Gift Tax Limits For 2020 From: www.forbes.com The Internal Revenue Service announced today the official estate and gift tax limits for 2020: The estate and…

Stop Fooling Yourself About 8% Easy Returns

Stop Fooling Yourself About 8% Easy Returns From: www.bloomberg.com There's an amazing amount of denial going on right now. Investors are simply ignoring current market dynamics and are still expecting…

Estate Planning Options Under The SECURE Act

Estate Planning Options Under The SECURE Act From: www.fa-mag.com With the SECURE Act now signed into law, it is critical to understand how it changes how we approach estate planning….