I once received an email from a family friend about long-term care insurance. He was frustrated over a premium increase – which wasn’t the first rate hike – yet, he was still thankful for the policy. Despite the rising cost, he knew the importance of long-term care insurance in helping prot …
The Tax Cuts and Jobs Act has changed many charitable gifting strategies. Researchers believe that there will be a decrease in charitable gifting in the coming years due to the new standard deduction. There are, however, tax beneficial ways for those over 70 ½ to benefit their favorite char …
The end of the year will be here before we know it. Your tax situation, charitable donations, health care and future plans need regular maintenance, and now is the perfect time to check, double check and think ahead on your plan. Click here to read the December 2019 Client Connection
If you’ve been covered by a generous employer group health plan, you may be in for a rude awakening when you retire. Here are some tricks for keeping health care costs under control after you retire. Although the government may subsidize some of your health care costs under the Medicare pro …
There’s more to this central question – rent/lease versus buy – than simply the numbers in your bank account. What you don’t spend in cash, you may spend in time and energy; what you save in this market you may pay for a year from now when the market is depressed.
Are you a millennial thinking about settling down and buying your first home? Saving for the 20% down payment can be overwhelming – for many of us, it’s tough to know where to begin!
It’s a big transition when you leave the workforce to live off your savings, requiring an attitude adjustment in both you and your advisor. Here are the issues to consider when time, compounding, and conventional investment principles no longer work in your favor. Read the full article here …
