Which strategy is best for your legacy goals? Understand the tax implications, benefits and drawbacks of each strategy.

Man vs. Machine: Trust Protectors
We asked ChatGPT: What is a “trust protector” and when would I need one? Colleen Carcone, director of Wealth Planning Strategies at TIAA, provides expert critique.

Medicaid & Married Couples: Protecting Your Home in a Second Marriage
Understand the complexities of Medicaid eligibility for married couples. Explore the Community Spouse Resource Allowance and spousal refusal options.

Medicare Telehealth Wins Another Temporary Lifeline
But will Congress make this latest extension permanent?

Medicare Drug Costs Spike as Plans Quickly Shift to Co-Insurance
It’s not just the price of eggs. Here’s why your Medicare out-of-pocket prescription costs are high in 2025.

Embrace a Second (or Third) Career: A Guide for Women Over 50 Facing Job Loss
Here are three helpful tips for women over 50 to consider while job hunting, all while staying on track for retirement.

The Fundamental Role of IRAs in Retirement Planning: Study
ICI’s latest research shows that individual retirement accounts (IRAs) are a significant component of U.S. households’ retirement planning.

Building a Stress-Free Portfolio: Four Tips for Long-Term Investing
Discover how to create and maintain a diversified portfolio with minimal effort. Learn about asset allocation funds, target-date funds, and automated contributions for long-term financial success.

Navigating Retirement Caregiving Challenges
Caregivers often cite three top challenges: financial strain, emotional stress and loss of freedom. Here are practical tips to help lighten the load.

Avoid Probate & Protect Your Family: Comprehensive Estate Planning Tips
Discover the importance of estate planning to protect your family from legal complexities and financial burdens. Learn how to create a comprehensive plan with wills, trusts, and beneficiary designations.
