planning
Married? Is Your Endgame 100% or Just 50%?
Multiple unforgiving players factor into your retirement and estate plans (collectively your “endgame”). Household names include the Internal Revenue Service, the Social Security Administration, and the Center for Medicare and Medicaid Services. Key decisions with these players are nearly impossible to reverse. Plus, if you qualify for a pension, how you activate it is another
How Seniors Can Fund Their Own Long-Term Care
Medicare is invaluable for many seniors. Since the 1960s, it has been providing America’s senior and disabled populations with basic healthcare coverage. However, Medicare does have its gaps. For instance, it provides little coverage when it comes to long-term care, such as assisted living or nursing home care. That can make things difficult for the
Having The Foresight To See and Achieve
Foresight is a handy skill to cultivate if you want to be successful. It refers to one’s ability to see patterns that will influence the future. High achieving businesses employ professionals with foresight to predict impending trends that will affect their organization. Along the same lines, everyday people with a knack for foresight can take
Retirement and Tax Planning
Retirement planning and tax planning are intertwined. A retiree may have several buckets to draw money from for their living expenses. While the money from each bucket spends the same, the tax implications are not the same. It is a delicate chess game to minimize your taxes and maximize your retirement assets. Here are the