As we age, the prospect of needing assistance with daily activities becomes more likely. Planning for long-term care (LTC) ensures that you or your loved ones will have access to the support needed, while avoiding financial strain. Below, we’ll explore some common questions about long-term …
Your financial advisor may not be the first person you call when considering splitting up, but they should be somewhere on the list. One of the concrete things you can do to help with the process and the healing to follow is to plan ahead.
The SECURE Act will impact millions of Americans who will inherit or leave behind a retirement account. Effective Jan. 1, 2020, the required minimum distributions on these accounts is 10 years – meaning you’ll likely need to adjust how much you withdraw annually as compared to the pre …
The SECURE Act will impact millions of Americans who will inherit or leave behind a retirement account. Effective Jan. 1, 2020, the required minimum distributions on these accounts is 10 years – meaning you’ll likely need to adjust how much you withdraw annually as compared to the pre …
For most students, experts say it remains financially worth it to go to college, despite rising tuition and opportunity costs in relation to increasing wages for workers holding only a high school diploma. The average rate of return (net gain or loss on college investment across a career) is 14%.
Your Health Savings Account (HSA) is a cornerstone of your benefits planning. The money is triple tax-advantaged – contributions, growth and withdrawals for qualified expenses are not taxed. This account is like nothing else, and you need to take full advantage of it.
The so-called “Peanut Butter Manifesto” written by a Yahoo! Executive in 2006 gave us a term that hasn’t worn thin yet. The “Peanut Butter Approach” is a derisive term used in business to describe spreading anything – money, energy, time – too far and too thin to be effective or useful.
