Apr 10, 2023 | Estate & Giving
Preparing your heirs for sudden wealth can help prevent unwise spending. If you have wealth to transfer, you may worry about the sometimes adverse effect of sudden wealth and the squandering of assets within a generation. There is a good reason to be concerned: 70% of...
Apr 10, 2023 | Family & Life Events
If you’ve accumulated more credit card debt than you can pay off in a few months, how can you quickly eliminate that debt while minimizing your interest payments? The particular strategy you should follow will depend on many factors, including the total amount of...
Mar 28, 2023 | Retirement & Longevity
Keep these strategies and considerations in mind. To ensure that tax liabilities aren’t deferred indefinitely, investors are obligated by the IRS to take required minimum distributions (RMDs) from most retirement accounts. As part of the SECURE Act 2.0, the RMD start...
Jan 13, 2023 | Estate & Giving
ESTATE & GIVING Qualified charitable distributions allow your required IRA distributions to benefit a worthy cause – while you benefit from a reduced tax liability. Helping others when you’re gone is a noble and rewarding aspiration. But think how much more...
Aug 30, 2022 | Retirement & Longevity
Many couples don’t agree on when, where or how they’re going to spend their golden years. When Fidelity Investments asked couples how much they thought they’d need to save for retirement to maintain their current lifestyle, 49% said they had “no idea.” Over half the...
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