Social Security Facts for 2022
Even if you're not ready to retire, understanding how you benefit from Social Security can help with your retirement...
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Last-Minute Estate Tax Changes
Now that the IIJA bill has passed, how does it affect your estate planning? Many estate tax changes were anticipated in...
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Take or Delay?
Most American workers who have at least 10 years of work history will be able to start taking Social Security benefits...
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QCDs to the Rescue
Due to a quirk in the law, IRA owners as young as age 70 1/2 can make qualified charitable distributions (QCDs), even...
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How Hackers Can Break Into Your Bank Account
With so many users making the jump to internet banking, it's no wonder that hackers are on the hunt for login details...
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Protecting the Elderly
Many times, elder abuse is an inside job; a caretaker or new ‘friend’ will appear on the scene and convince a retiree to...
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Will Social Security Go Bust?
You may have read that the Social Security Trust Fund is due to be depleted in 2033, a year earlier than previous...
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Dividend Scarcity
The dividend tax rate discussion is a contentious one. It can lead to very polarized, very partisan arguments in board...
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Pre-Retirement Preparedness: Planning for Your Career Exit
If you’re five to 10 years away from retirement, it’s time to start getting specific about your plans after exiting your...
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The Facts About Pumpkins
Did you know that the original Jack-o'-lanterns were made with turnips and potatoes by the Irish. Irish immigrants...
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Social Security COLA (Cost of Living Adjustment)
Social Security’s cost of living (COLA) increase has averaged 1.65% over the past decade. However, after years of paltry...
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Dogs and Insurance
The average dog bite claim will cost the insurer around $44,760 in medical and legal expenses; in all, dog-related...
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