Lee Baker, Lazetta Rainey Braxton and Dr. Preston Cherry offer actionable advice to grow wealth, set financial boundaries, achieve financial fluency and more.
Tax Tips: What Is a Section 179 Depreciation Deduction?
Confused about Section 179 and depreciation? We compare the two, providing clarity on which strategy is most advantageous for your small business.
Early-Onset Alzheimer’s: Financial and Legal Planning Essentials
Navigating the challenges of an early-onset Alzheimer’s diagnosis? This guide covers financial planning, legal considerations, support resources and more to help you prepare for the future.
Retiring in Expensive Areas: A Financial Roadmap for Success
Dreaming of retirement in a high-cost state? This guide provides strategies for maximizing your retirement income, minimizing taxes and building a secure financial future.
Should You Use Your IRA to Fund Your HSA? Pros, Cons and Expert Insights
Did you know you can fund an HSA with IRA assets? This little-known rollover strategy offers tax-free growth for health care expenses.
Maximizing Social Security for Widows: The Restricted Application Strategy
Learn how surviving spouses can use Social Security’s restricted application to maximize benefits and secure financial stability.
Get Your Social Security Benefit Statement (SSA-1099)
Tax season is here, and the Social Security Administration made replacing your annual Benefit Statement easier.
Aging in Place: How to Prepare Your Home and Simplify Caregiving with Tech
This powerful age-tech tool helps you organize your home information for aging in place.
Free Resources for Elder Family Caregivers
In honor of National Caregivers Day, these 13 tools offer practical and emotional relief for family members caring for older adults.
Retiring in New York: Pros, Cons and Tax Implications
Learn how to optimize your retirement finances in New York. This article details tax-saving strategies, senior exemptions and how to navigate the state’s unique tax landscape.