Discover how donors can leverage life income gifts to supplement retirement funds, reduce taxes, and make a meaningful impact on their favorite causes.
The Middle-Class Dilemma: Funding Long-Term Care Without Insurance
Learn critical non-insurance strategies to preserve your wealth and avoid impoverishment when facing the high costs of long-term care.
Medicaid Lien on Inherited Property? Understanding the 5-Year Rule
Navigating Medicaid eligibility with recent property transfers? Discover how the five-year look-back rule applies and potential ways to avoid penalties on your family home.
Can You Be Held Liable if Your Parent With Dementia Drives?
Explore how states handle elderly drivers with cognitive decline, including license testing requirements, mandatory reporting and family interventions.
Retirement Planning for Widows and Widowers
An expert provides five essential steps for newly widowed individuals to ensure security and avoid costly mistakes.
Retirement Withdrawal Strategy: Tax-Efficient Planning for Your Income
Discover the ideal sequence for withdrawing funds from your 401(k), IRA, Roth IRA, and brokerage accounts.
Financial Advisers Address Social Security Fears of Clients
More Americans are tapping benefits earlier than ever — but what’s driving this trend, and is it the right move?
Weathering the Storm: Navigating Market Volatility in Retirement
Grab your umbrella. We’re not going to let market volatility rain on your retirement. Explore data-driven investment strategies built to last through any storm.