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Understanding Extended Care
Understanding Extended Care Addressing the potential risks of extended-term care expenses may be one of the biggest financial challenges for individuals who are developing a retirement strategy. Seven in ten people over age 65 can expect to need extended care services...
The One Big Beautiful Bill and You
The One Big Beautiful Bill and You On July 4, the One Big Beautiful Bill was signed into law at a White House ceremony. This domestic policy bill extends the 2017 tax cuts set to expire this year, making some of those rules permanent. The bill also creates several new...
Estate Management Checklist
Deciding When to Take Social Security Do you have a will? A will enables you to specify who you want to inherit your property and other assets. A will also enable you to name a guardian for your minor children. Do you have healthcare documents in place? Healthcare...
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