Personal Finance
Spousal benefits are commonly called family benefits; benefits available to family members. Let’s start with spousal benefits in order to truly understand ex-spousal…
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This year, California took the second of two steps to allow residents with…
On November 8, the Centers for Medicare and Medicaid Services announced the Medicare…
President Trump’s Victory Means Estate Planning Changes, Not That it Should Be Ignored…
The annual Open Enrollment Period ends December 7, just 30 days from now.…
Spotlight
Semi-retirement has significant advantages for your financial security, health, and enjoyment of life. It’s a powerful strategy to consider as you…
Blended Families May Be At Greater Risk For Family Disputes Sometimes money and the need to care for aging parents can…
The IRS has announced that the amount of tax-favored funds that you can sock away for retirement is increasing. In 2025,…
As the 2024 election approaches, candidate Vice President Harris and Former – President Trump promise to protect Social Security, but only…
There aren’t many absolutes in financial planning. There are, however, many—MANY—opinions. Advisors, personal finance gurus, and online opine-ers regularly die on…
Estimated tax requirements are a frequent problem for retirees, with many incurring penalties for underpaying their estimated taxes. Fortunately, there’s a…