Understanding Medicare: A Guide to Your Most Common Questions

Clear answers to the most common Medicare questions, covering enrollment, coverage options, and associated costs.

30 Questions to Ask Yourself Before you Retire

An essential list to help you plan ahead, helping ensure your financial security, health, and lifestyle goals are fully covered for a smooth and fulfilling retirement.

Medicare, COBRA, and Employer Insurance: Navigating Your Options at 65

Understanding Medicare enrollment rules for employees, COBRA participants, and those working past 65 to avoid coverage gaps and penalties.

Best Ways to Give to Charities Considering the Tax Implications of the Tax Cuts and Jobs Act

he Tax Cuts and Jobs Act has changed the landscape of charitable giving, but with strategies like deduction bunching, Qualified Charitable Distributions, and Donor-Advised Funds, you can still maximize your tax benefits while supporting your favorite causes.

Powerful Tactics to Lower Your RMDs and Save on Taxes

Advanced tax planning can help you lower Required Minimum Distributions (RMDs) and reduce your future tax burden.

NUA 101: How to Lower Taxes on Your Appreciated Company Stock

When leaving a job with a substantial amount of appreciated company stock, it may be worth exploring potential tax benefits associated with its "net unrealized appreciation."

Planning for the Long Haul: How Life Expectancy Can Make or Break Your Retirement

Factoring in your life expectancy is key to ensuring your retirement savings last as long as you do.