News Personal Planner: income for surviving spouse A solution that gives Alexis protection and good flexibility is for Elliot to transfer his IRA to a special trust when he passes away. Jan 17, 2023 Jan 17, 2023
News Simple home safety solutions There are several small adjustments and modifications you can make to help protect from falls and fires, both of which cause thousands of injuries and deaths each year. Jan 09, 2023 Jan 09, 2023
News How to reduce your Medicare bills According to U.S. Census data, 19% of American households carry medical debt, including 10% of households headed by someone 65 or older. Jan 04, 2023 Jan 04, 2023
News Secure Act 2.0 enhances retirement benefits The Secure Act 2.0 was included in the Consolidated Appropriations Act of 2023 (H.R. 2617). Dec 29, 2022 Dec 29, 2022
News Estate planning and online accounts At any given time, the average American maintains between 30 and 50 online accounts. Dec 13, 2022 Dec 13, 2022
News How to find a daily money manager DMMs are financial professionals who help older adults manage their day-to-day personal finances. Dec 06, 2022 Dec 06, 2022