No one looks forward to exorbitant long-term care expense, but it can create an opportunity to save thousands in taxes – a strategy that most walk right past.
You’ve dreamed big, planned carefully, invested well, and you’re ready...
The headlines have recently been full of news about inflation, high...
If you worry about aging parents, you’re not alone. Worldwide, the...
Where will my paycheck come from when I’m retired? If you’re about to...
Is my social security taxable? How much will I pay? Is there anything I can do? These are very common questions when thinking about your retirement income plan. Here's what you need to know.
2021 retirement plan contributions have been released and, while the majority of limits are unchanged, there are a few updates to note. Here’s a summary!
Health Savings Accounts, or HSAs, can be a great way to pay for healthcare expenses and save taxes. And, with these 3 tips, you can significantly increase your HSA's impact.
For businesses with multiple owners, proper succession planning is key. Selling your stake and sailing off into retirement is the dream, but a complete plan must account for the unexpected death or disability of an owner. Here's what to know about Buy-Sell Agreements.
Making connections across generations isn’t always easy. But building an intentionally-designed Family Generosity plan is a great place to start!
What if we thought of retirement as a starting line rather than a finish line? Think beyond the superficial hobbies and vacations. An intentionally designed "life portfolio" can bring satisfaction in knowing that you continue to make a difference in your life and in the lives of those you care about.
In recent years, the Long Term Care (LTC) insurance market has evolved, and hybrid plans have emerged that combine life insurance with long term care benefits. In many ways, hybrid plans are an upgrade on traditional benefits. This case study helps compare and contrast these options.
When and how should you consider long term care insurance? Answer these 4 questions and you be on your way to making an informed decision.
I’m thinking of paying my mortgage off early. Being debt free would feel great, but is this a good strategy? Should I be investing those extra dollars instead?
The Mega Backdoor Roth 401(k) has typically been reserved for select Fortune 500 companies. Here's how you - the Solopreneur - can access this little known strategy!