Gain valuable insights that can help protect your physical and financial well being. Explore our articles to learn about planning for current and future healthcare needs, including long-term care considerations for you and your loved ones.
What You Need to Know About the SECURE 2.0 Act
Just when you thought you had an up-to-date retirement plan solidified, accounting for all the changes of the Setting Every Community Up for Retirement (SECURE) Act of 2019, Congress wrapped up 2022 with the SECURE 2.0 Act.
Inherited IRA Rules: Navigating the Post-SECURE Act Landscape
Over the next 20 years, it is estimated up to $90 billion of generational wealth will pass on to heirs, some of which is underway now in the form of inherited IRAs.
Medical Professionals: A Prescription for Your Financial Health
The demands on medical practitioners today can seem overwhelming. It’s no secret that healthcare delivery is changing, and those changes are reflected in the financial issues that healthcare professionals face every day.
Safeguarding the Future: A Guide to Special Needs Trusts and Pooled Special Needs Trusts
Navigating the labyrinth of financial planning for individuals with special needs requires a balance of foresight, legal expertise, and familial care. Special needs trusts (SNTs) and pooled special needs trusts (PSNTs) lie at the heart of this journey. These tools are designed to deal with the complexities of disability finance.
ABLE Accounts: Empowering Financial Security for Individuals With Disabilities
The Achieving a Better Life Experience (ABLE) Act of 2014 introduced a revolutionary tool for financial planning: ABLE accounts. These tax-advantaged savings accounts empower individuals with disabilities and their families to save without jeopardizing their eligibility for critical government benefits.
Making Your Social Security Decisions
When to start taking Social Security benefits is one of the most critical financial decisions most Americans will make as they approach retirement.
2025 Medicare and Social Security Cheat Sheet
Social Security and Medicare are two important benefits that have lots of rules and limits . With regards to Social Security, many people have questions regarding what age benefits are available, how much is taxed and the various limits
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