Are Medicare Advantage Premiums Going Down?
As Medicare Advantage plans prepare to expand their benefits in 2021, CMS expects premiums to drop 34.2 percent from 2017 levels in the new year.
Why you should have a Financial Advisor help with your Estate Plan.
Why you should have a Financial Advisor help with your Estate Plan. Why should you have a Financial Advisor help with your Estate Plan? Believe it or not, you have an estate. In fact, nearly everyone does. Your estate is…
Can an Inheritance Lead to Trouble for Marriages?
Most states recognize inheritances as separate property, and many experts say keeping them separate is often the best approach.
What is a GRAT and Does Your Family Need One?
During this crazy 2020 tax year, in addition to being faced with all the issues surrounding Covid-19, as well as the roller coaster ride of the stock market, we are also currently in an environment where the interest rates are as low as they ever have been.
How Important Is Estate Planning in the Pandemic?
Planning for unfortunate events is particularly critical in the era of Covid-19.
How Does Guardianship Work?
As a result of illness, old age or incapacity, what may happen when you can no longer handle your own decision-making, handle your own money or make your own health care choices? Who can step in to help and how are they empowered?
Protecting Inheritance from the Taxman
Received an inheritance of cash, investments, or property? Here are four ways that can help you keep it from being swallowed up by taxes.
Consider Funding a Trust with Life Insurance
Estate planning is all about ensuring that your wishes are met after your death. All estate plans should include a will and powers of attorney. However, in many cases, a trust has additional benefits beyond what can be accomplished with the will and powers of attorney.
Make Your Nest Egg Last When Retiring Early
Retiring ahead of schedule may seem like a dream, but it is doable with the proper planning. Depending on when you were born, the normal retirement age is currently 66 or 67. If you’re planning to retire five, 10, or even 15 years early, one of the most important things to consider is how to make your savings last for the long haul.
Mistakes New Parents Make with Money
September is the most common birth month of the year. It's also a good time for new parents to think about the financial side of their parental responsibilities.