Uncharitable Giving
Uncharitable Giving From: www.investmentnews.com Charitable giving is undergoing a shift in the wake of the 2017 tax law, and could see yet more changes in the coming months and years…
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Watch Albert Pujols hit home runs No. 699, 700, become fourth player in exclusive club
Watch Albert Pujols hit home runs No. 699, 700, become fourth player in exclusive club From: www.stltoday.com In a homecoming against the team that he says rejuvenated his career last…
How and When to Take Your RMD
How and When to Take Your RMD From: www.morningstar.com There is no one best time to take the required minimum distribution. As an age-72-or-older IRA owner, you have options regarding…
IRS Seeks to Adjust RMDs for Longer Lives
IRS Seeks to Adjust RMDs for Longer Lives From: www.thinkadvisor.com The proposed regs “recompute required distributions from IRAs, 401(k)s, and similar plans,” says former tax attorney Andy Friedman. The Internal…
Baby Boomer Trend: Asset-based Long-term Care Insurance
Baby Boomer Trend: Asset-based Long-term Care Insurance From: www.thestreet.com Life insurance policies that provide long-term care benefits are growing in popularity and attracting younger baby boomers anxious to protect their…
How To Crush Your Goals (Even When You Don’t Feel Like It)
How To Crush Your Goals (Even When You Don’t Feel Like It) From: www.forbes.com Last week I celebrated my birthday, and as is my tradition, I thought about how far…
Video: Inflation, Correlation, Duration, and Your Bond Portfolio
Video: Inflation, Correlation, Duration, and Your Bond Portfolio From: www.lordabbett.com In this video, Lord Abbett investment Strategist Joseph Graham examines ways to navigate risk in today’s fixed income environment. To…
Read moreWhat Proposed IRA Updates Could Mean for Your Retirement – and Your Kids
What Proposed IRA Updates Could Mean for Your Retirement – and Your Kids From: www.kiplinger.com The SECURE Act is not a done deal yet, but it makes sense to watch…
The Huge Costs of Poor Estate Planning
…will and the fun really begins. By thinkadvisor.com The influence of former Playmate Anna Nicole Smith, seen at her estate trial in 2000, extended beyond magazines and into textbooks. (Photo:…
Does early retirement make sense for you?
…Finances First Experts recommend having all debts paid off, understanding your projected retirement expenses and income, and being free of financial obligations to children before permanently leaving work. You’ll also…
