17 States With Estate or Inheritance Taxes
17 States With Estate or Inheritance Taxes From: www.aarp.org Even if you escape the federal estate tax, these states (plus D.C.) may hit you Note: Some states levy estate taxes…
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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…
4 Things You Can Do to Adapt Your Financial Plan to Market Fluctuations
…not compromise on the financial goal. You must be comfortable with your plan and stay invested. But you should also understand your tolerance for risk and undertake active risk management…
Promissory Notes: Promises, Problems
…These are an important means by which companies raise capital. Legitimate promissory notes are marketed almost exclusively to sophisticated or corporate investors that have the resources to research thoroughly the…
How to Spend Down Income and / or Assets to Become Medicaid Eligible
How to Spend Down Income and / or Assets to Become Medicaid Eligible From: www.medicaidplanningassistance.org Medicaid Spend Down: An Overview For Medicaid eligibility for long-term care, an applicant must have…
Medicare Is Confusing, But It Doesn’t Have to Be
…in when it comes to Medicare. However, this article should help clear things up. The key is to research, digest the info in pieces, ask questions, and, most importantly, relax….
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…
How Annuities Soothe Retirement Anxiety
How Annuities Soothe Retirement Anxiety From: insurancenewsnetmagazine.com One day, advisor Joe Lucey received a call from a commercial airline pilot who wanted to come in and talk about financing retirement….
