Whether you've just signed a multi-million-dollar contract or won the lottery, here are some tips...
Category - Previous Posts
Three Key Employee Benefits for People Working Past 65
The labor force participation rate for the 65-to-74 age cohort is projected to be over 30% by 2026...
How an HSA Could Be the Best Account to Fund for Retirement
It’s been a big year for 50th birthdays. From Jennifer Aniston and JLo to Matthew McConaughey and...
Holiday Season Ushers in Thoughts of Family and Sharing
As Thanksgiving approaches, it’s meaningful to reflect on the origin of the holiday–Native...
Will My Heirs Need to Be Ready to Pay Estate Taxes?
I'm in my 80s and have a substantial sum in retirement accounts that I plan to leave to my children...
As a Trust Beneficiary, Am I Required to Pay Taxes?
Beneficiaries of a trust typically pay taxes on the distributions they receive from the trust's...
What Are the Rules About an Inheritance Received During Marriage?
An issue that frequently arises is the treatment of an inheritance received by a spouse during the...
How Can Life Insurance Help Me with my Post-Divorce Estate Planning?
With nearly half of all marriages ending in divorce, it’s not uncommon to have clients who are...
What Will Happen if There’s a Market Crash During Retirement?
While few retirees or soon-to-be retirees ever stop to ask that question, they should—unless their...
Blended Families Need More Thoughtful Estate Plans
When the first spouse dies, the surviving spouse may not remain as close with his or her...