Charitable giving under the new tax law
The new tax law makes it harder to claim a tax deduction for charitable contributions.…
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Benefits
Preventing a will contest
When you write a will, you have control over how your assets will be distributed…
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When can you delay taking Medicare?
Although you’re eligible for Medicare at 65, there are circumstances in which you might not…
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How does work affect your Social Security payments?
Many people continue to work after retirement age, either by choice or out of necessity.…
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The little-known tax on Roth 401(k) distributions
Employee retirement savings plans come in two main types: the traditional 401(k) and the Roth…
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Survey: Family drama causes estate issues
Families face a variety of estate planning challenges, and family drama may be chief among…
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Would-be divorcees face year-end tax deadline
If you are planning a divorce, talk to an adviser about how changes in the…
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Reevaluate insurance needs when you retire
Along with many other things, your insurance needs change when you retire. It is a…
Read MoreLong-term care benefits for veterans and surviving spouses
Long-term care costs can add up quickly. But for veterans and the surviving spouses of…
Read MoreMedicare now covers conversations about end-of-life care
Did you know that 40 percent of people over age 65 haven’t written down their…
Read MoreMajor changes to Social Security may require taking action now
Two Social Security strategies that many married couples have been using to maximize their benefits…
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Retiring abroad? Check your long-term care policy
If you’re thinking of retiring abroad, and you want to purchase (or have already purchased)…
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