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Combining taxable IRA and retirement plan income with Social Security income in the same year triggers the torpedo, causing retirees’ effect

Retirees facing the prospect of depleting their retirement savings to pay for long-term care, consider whether a Medicaid Compliant Annuity

With the children now out of the house, financial priorities become more focused on preparing for retirement. At this stage, you may very li

Retirement can have many meanings. For some, it will be a time to travel and spend time with family members. For others, it will be a time t

While the financial situation of military personnel and their families mirrors the general population in many respects, heavy indebtedness a

Social Security’s been a fact of retirement life ever since it was established in 1935. We all think we know how it works, but how much do y

Variable universal life insurance is permanent life insurance—it remains in force for the policyholder's whole life. And, as with universal

College marks a great milestone in a child’s life. It may be the first time he or she will live away from home. Dropping off your child at c

Whether through inertia or trepidation, investors who put off important investment decisions might consider the admonition offered by motiva

The average 401(k) exposes your money to 50% losses. What would losing HALF your retirement savings money mean to your future? Imagine what

Massive changes introduced by the SECURE Act (effective Jan. 1, 2020) have made many estate strategies outdated. If you haven’t created ...

The idea behind asset allocation is to offset any losses from one class with gains in another, and thus, reduce the overall risk of the port

When it comes to addressing your long-term care needs, many look to select a strategy that may help them protect assets, preserve dignity...

Even though Americans usually keep about 7% to 8% of their income in savings, that rate increased to more than 33% due to the pandemic.

When the rules of the game change, tactics should follow in response to the new landscape. While estate tax exemptions have ridden an.....

Between 30 percent and 60 percent of taxable property has an inflated assessment, which may lead to higher property tax bills. Moreover,

More than $12 trillion is managed under sustainable and responsible investing principles.1 This includes mutual funds, endowments, and even

Americans regularly overpay taxes because they fail to take tax deductions for which they are eligible. Let’s take a quick look at the five

This FREE eBook focuses on 3 sections that will help you assess your current investment situation based on where you are: More than 10 years

As an investor, you face another, lesser-known risk for which the market does not compensate you, nor can it be easily reduced through diver