Author: admin

The latest vaccine recommendations by a federal Centers for Disease Control advisory panel could put older adults at risk for severe illness. Not directly, perhaps, but…

IntroductionMany taxpayers created irrevocable trusts and transferred significant assets to them to hopefully save estate tax. Others were named as beneficiaries of trusts that others may…

Long-term care (LTC) and insurance for it (LTCI) are two of the most misunderstood issues in retirement and retirement finances.One big reason is that people don’t…

Millions of older Americans reach the point of needing help in order to remain in their homes. When adult children are involved, and they try to…

Mortgage rates rose this week for the first time since mid-July, mortgage buyer Freddie Mac said Thursday. Freddie Mac’s latest Primary Mortgage Market Survey, released Thursday,…

The corporate pension de-risking market has hit the brakes after a record-breaking run. More than $14 billion in pension risk transfers were executed YTD through Q3…

A key to maximizing a family’s after-tax investment income is to navigate the Kiddie Tax. Don’t make gifts of investment property to children or grandchildren without…

It’s the High Holiday season for Jews around the world, a time of prayer, repentance, family, and introspection. While each of these themes holds deep significance,…

Inflation is a major danger to the financial security of retirees, and the price increases that don’t make headlines often covertly hurt retirees the most.In 2021…

Looking for the best places to retire? Why not consider Italy. A new report from International Living highlights seven regions in Italy where retirees can live…