Personal Finance
The portability of the lifetime estate and gift tax exemption amount between spouses was introduced in the 2010 tax law. But details of…
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The 24 books comprising the entire Hebrew Bible cover a wide range of…
If you’re contemplating early retirement before Medicare eligibility at age 65, you’re going…
On July 4, 2025, the One Big Beautiful Bill Act was signed into…
I believe wealth management that only accounts for your money is disconnected from…
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The Social Security Administration has proposed changes—again—with respect to its phone service options. If the changes are approved, the agency will…
There were two major announcements recently regarding prior approval of treatments and services for Medicare beneficiaries. In most medical insurance, many…
Retirement account owners above a certain age must take annual distributions from their accounts each year, known as required minimum distributions.…
One of the main dilemmas people face as they get older is where to live. The common questions are: Should we…
A very common family transaction is the transfer of funds to a child or other heir. How that ubiquitous matter is…
Tax-exempt bond funds offer handsome yields these days. This survey takes you quickly to the 40 Best Buys. Good news for…