Personal Finance
In the NFL, even the best players have to earn their spot every season — and the people managing your money should be…
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The portability of the lifetime estate and gift tax exemption amount between spouses…
I recently visited a friend who is in his 80s and was hospitalized…
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…
Spotlight
We’re well into the third quarter of the year, so it’s a good time to review the actions you should consider…
Despite uncertainty about tariff policy, federal government layoffs, and ever-rising federal government debt, the U.S. economy and financial markets continue to…
There were two major announcements recently regarding prior approval of treatments and services for Medicare beneficiaries. In most medical insurance, many…
In the current political environment, it’s very likely the current lifetime estate and gift tax exemption amount won’t expire after 2025.…
We soon will learn what Congress and the Trump administration have in store for Medicaid. But while the state/federal program has…
There are numerous myths, rules of thumb, traditions and other shortcuts surrounding retirement planning. Fallacies and poor assumptions are behind many…