Caring for Your Aging Parents

05/17/2022
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Medicare

08/14/2020
Medicare is a federal program that provides health insurance to retired individuals, regardless of their medical condition, and certain younger people with disabilities or end-stage renal disease. Here are some basic facts about Medicare that you should know.

Women and Estate Planning Basics

12/23/2019
When it comes to estate planning, women have unique concerns. The fact is that women live an average of 5 years longer than men.

Social Security Retirement Benefit Basics

12/23/2019
Social Security benefits are a major source of retirement income for most people. Your Social Security retirement benefit is based on the number of years you've been working and the amount you've earned.

The New Estate Tax Rules and Your Estate Plan

09/17/2019
The Tax Relief, Unemployment Insurance Reauthorization, and Job Creation Act of 2010 (the 2010 Tax Act) included new gift, estate, and generation-skipping transfer (GST) tax provisions.

Common Factors Affecting Retirement Income

09/17/2019
When it comes to planning for your retirement income, it's easy to overlook some of the common factors that can affect how much you'll have available to spend.

Risk Management and Your Retirement Savings Plan

05/29/2019
By investing for retirement through your employer-sponsored plan, you are helping to manage a critically important financial risk: the chance that you will outlive your money. But choosing to participate is just one step in your financial risk management strategy. You also need to manage risk within your account to help it stay on track.