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Are you prepared for the possibility – and expense – of eldercare?
Do you have an extra $33,000 to $100,000 to spare this year? How about next year, and the year after that? Your answer to these questions is
Jan 14, 2020


Can You Put Your IRA into a Trust?
Can your IRA be put directly into a trust? In short, no. Individual retirement accounts (IRAs) cannot be put directly into a trust. What you
Jan 13, 2020


An Estate Strategy for Your Digital Assets
Your digital assets should not disappear into a void when you die. Nor should they be stolen by thieves. You can direct that they be transfe
Jan 9, 2020


6 Social Security Traps to Avoid
On January 31, 1940, the first monthly Social Security check was issued to Ida May Fuller of Ludlow, Vermont. She received a check for $22.5
Jan 7, 2020


The SECURE Act
The Setting Every Community Up for Retirement Enhancement (SECURE) Act is now law. With it, comes some of the biggest changes to retirement
Jan 6, 2020


The Major Retirement Planning Mistakes
Much is out there about the classic financial mistakes that plague start-ups, family businesses, corporations, and charities. Aside from the
Jan 2, 2020


Debunking Common Retirement Assumptions
Financial generalizations are as old as time. Some have been around for decades, while others have only recently joined their ranks. Let's e
Dec 30, 2019


The FIRE Movement
Do you think you might be FIRE material? Do you have dreams or life goals that you want to realize within 10 or 20 years, including retiring
Dec 23, 2019


Annual Financial To-Do List
What financial, business, or life priorities do you need to address for the coming year? Now is a good time to think about the investing, sa
Dec 18, 2019
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