Proposed Bills May Reduce Taxes for Seniors
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Proposed Bills May Reduce Taxes for Seniors

Seniors have been hit hard by the turbulent economy and any relief is welcome.
Long-Term Care Planning: Protecting Your Assets and Health
Featured

Long-Term Care Planning: Protecting Your Assets and Health

Developing a long-term care plan isn’t something you can do overnight. It’s a process that requires careful consideration, research, and thought.
Get What You’re Owed From Your Health Insurance Plan
Featured

Get What You’re Owed From Your Health Insurance Plan

You don’t have to take no for an answer, and perseverance often pays off.
Selling Your Vacation Home? Watch out for These Tax Surprises
Featured

Selling Your Vacation Home? Watch out for These Tax Surprises

If you’re selling your second home, be sure to hold back some of your profits so you have enough cash to pay the tax bill.

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Proposed Bills May Reduce Taxes for Seniors

Proposed Bills May Reduce Taxes for Seniors

Seniors have been hit hard by the turbulent economy and any relief is welcome.
Long-Term Care Planning: Protecting Your Assets and Health

Long-Term Care Planning: Protecting Your Assets and Health

Developing a long-term care plan isn’t something you can do overnight. It’s a process that requires careful consideration, research, and thought.
Get What You’re Owed From Your Health Insurance Plan

Get What You’re Owed From Your Health Insurance Plan

You don’t have to take no for an answer, and perseverance often pays off.
Selling Your Vacation Home? Watch out for These Tax Surprises

Selling Your Vacation Home? Watch out for These Tax Surprises

If you’re selling your second home, be sure to hold back some of your profits so you have enough cash to pay the tax bill.
Do Rising Insurance Costs Threaten Homeownership?

Do Rising Insurance Costs Threaten Homeownership?

Depending on where the house is located, carriers not only have increased insurance rates but some companies are refusing to insure them.
You’re Retiring Early—Now What About Health Care?

You’re Retiring Early—Now What About Health Care?

Social Security will start paying early retirement benefits when you’re 62, but Medicare doesn’t kick in until you’re 65.
5 Tips for Building Generational Wealth

5 Tips for Building Generational Wealth

A 2023 study by AMG National found that 90 percent of inherited wealth disappears by the third generation.
Reasons to Disinherit Someone and How to Do It

Reasons to Disinherit Someone and How to Do It

There may come a time when you need to update and change the beneficiaries in your will.