The Impact of a Parent’s Death
…loss. While “…at least he lived a good long life” and similar commonplace banalities may have social relevance, such platitudes do little to provide comfort for the survivors. Galex said,…
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Optimizing Tax Strategy & Charitable Giving with a Donor Advised Fund
Optimizing Tax Strategy & Charitable Giving with a Donor Advised Fund From: www.aefonline.org One of the benefits of employing the use of a donor advised fund (DAF) in a charitable…
8 Ways to Reduce Taxes in Retirement
8 Ways to Reduce Taxes in Retirement From: www.retirementplanning.net Whether you are inching closer to your retirement or have a long time to go before you retire, paying attention to…
Secure Act 2.0 – When Does the RMD Start?
Secure Act 2.0 – When Does the RMD Start? From: www.nstp.org The law provided for a longer starting age for required minimum distributions (RMDs) to age 73, effective January 1,…
The Latte Lie and Other Myths
The Latte Lie and Other Myths From: www.legacy-group.org Sometimes the ideas we take for granted start to fall apart when we take a closer look. Check out this video to…
Read moreRetirement Insecurity in the Time of COVID-19: The Next Shoe to Drop?
…to get jobs and comparable compensation when the economy begins to recover. And, while some of the 12 million adults ages 65 and older choose to work mainly for professional…
Coronavirus’ Devastating Economic Impact on Workers Age 50-Plus
Coronavirus’ Devastating Economic Impact on Workers Age 50-Plus From: www.aarp.org The case for emergency funds, paid leave and protection from discrimination The devastating recent jobs numbers show that the coronavirus…
How Big a Role Should Social Security Play in Your Retirement?
How Big a Role Should Social Security Play in Your Retirement? From: msn.com NEW YORK – Social Security is still a huge part of U.S. workers’ retirement plans, but they…
It’s never too soon to consider our own legacy
It’s never too soon to consider our own legacy From: startribune.com You enter a solemn space where a eulogy is about to be delivered. Turns out that eulogy is for…
The Impact of Caregiving on Adult Children Who Care for Their Parents
The Impact of Caregiving on Adult Children Who Care for Their Parents From: aaepa.com As life expectancy continues to rise and medical costs increase, many adult children who take on…
