Did You Know 529s Are Powerful Estate Planning Tools?
10/20/2020
These versatile savings accounts might be the estate planning vehicle you need to learn about.
Family & Life Events
// Estate & Giving
Don’t Fall for These Two Phone-Related Scams
10/19/2020
Stay skeptical – and a step ahead – of scammers.
Lifestyle & Technology
Should You File Early for Social Security?
10/13/2020
Waiting until full retirement age makes sense for many investors – but not for every investor.
Retirement & Longevity
Social Security Increases Benefits by 1.3% for 2021
10/13/2020
More than 64 million Americans will see the increase in their payments beginning in January.
Retirement & Longevity
Check This List – Twice – Before Year-End
10/12/2020
Proactive investors know that the months before year-end are an ideal time to make any final tax-saving moves.
Tax Planning
Protecting Your Social Security Payout
10/9/2020
To handle payments for a disabled senior, it's not enough to put powers of attorney, medical directives or guardianship arrangements in place.
Retirement & Longevity
Trim Your Future Tax Bill by Thinking Ahead
10/7/2020
Don’t procrastinate when it comes to prepping for tax season.
Tax Planning
Year-End Tax Tips for Businesses
10/5/2020
Help improve your bottom line with these tax mitigation strategies.
Business Ownership
// Tax Planning
Race for the White House: The Home Stretch
10/5/2020
“Our election process this year, from start to finish, will be unlike any in recent memory,” says Washington Policy Analyst Ed Mills.
Economy & Policy
Does Your Business Qualify for This Notable Tax Deduction?
10/2/2020
Pass-through entities now have a more level planning field with businesses that benefitted from the 2017 corporate tax reduction.
Tax Planning
// Business Ownership
COVID-19 and the Ongoing Race for a Vaccine
10/1/2020
Though the fatality rate has declined, “we will likely continue to see surges in cases … until we reach herd immunity through infection or a vaccine,” says Healthcare Policy Analyst Chris Meekins.
Lifestyle & Technology
