Reading Time: 2 minutes Even after diligently planning for retirement, many retirees will still face significant expenses they overlooked or underestimated. In some cases, handling these expenses can be detrimental to one’s financial well-being during...
Reading Time: 2 minutes Retirement should be a time of relaxation and leisure, but extensive planning and significant adjustments to your investment strategy are required for that to be a reality. By doing so while maintaining a proactive and thoughtful approach,...
Reading Time: 2 minutes Retirement is the beginning of a new and exciting chapter in one’s life. Even then, the change of pace from working life to retired life can be challenging for some retirees. What’s supposed to be a time of relaxation can quickly...
Reading Time: 3 minutes When we think about saving for the future, retirement often takes center stage. It’s a significant financial goal that requires careful planning. However, life is filled with various milestones, each with its price tag. From weddings and...
Reading Time: 3 minutes As people look ahead to retirement, they often picture relaxing days, trips, and special times with family and friends. However, a financial issue is not always so obvious, and it can significantly impact how secure your retirement is....
Reading Time: 3 minutes The 2017 Tax Cuts and Jobs Act (TCJA) increased almost twice the lifetime estate and gift tax exemption. It elevated the individual exemption from $5.6 million to $11.18 million. It raised the exemption for couples from $11.18 million to $22.36...
