Personal Finance
If retirement has been on your mind lately, you’re not alone. A record number of Americans are hitting retirement age this year, and…
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Anyone who has had an MRI, a surgical procedure or even a vaccination…
Name: Melaina Cano Firm: Merrill Wealth Management Location: Irvine, CA Team Assets (Custodied):…
One of the most, uh, formative movies for me as a teen was…
In retirement, many of us have time to slow down and the freedom…
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Three things are true about long-term care, though many Americans don’t want to believe it: You are very likely to need…
The portability of the lifetime estate and gift tax exemption amount between spouses was introduced in the 2010 tax law. But…
The 24 books comprising the entire Hebrew Bible cover a wide range of topics in history, law, poetry, wisdom, and theology.…
There’s no shortage of turmoil around Social Security and retirement security these days. If you listen to Americans—Republicans, Democrats, the rich,…
On June 27, 2025, the Centers for Medicare and Medicaid Services introduced the WISeR model. This has generated an incredible number…
Required minimum distributions from IRAs and 401(k)s can become a major tax burden during retirement, but you can reduce the burden.…