Marjorie Bloom had worked 42 years as a federal attorney. She had amassed her nest egg of $661,000 for retirement through decades of work and an inheritance from her parents. She was looking forward to her future and ultimately leaving any leftover money to her...
For most Americans, retirement is the reward from a lifetime of hard work. Some retirees choose to volunteer or take positions they enjoy while others trade in the daily 8-5 grind for a retirement full of freedom, no alarm clocks, and travel. Between 2010 and 2030,...
2023 Year In Review: Happy New Year! Looking back at 2023, it was a whirlwind year that began with bank failures in March, continued fighting between Russia and Ukraine, a new war between Israel and Hamas, consistent increases in interest rates, and retreating...
As year-end and the holiday season approaches, charitable giving is once again on the minds of many individuals, and while supporting important causes is typically the primary driver of charitable giving, nearly all individuals want to make their gifts in the most tax...
As individuals progress through retirement, the possibility of needing long-term care becomes an important consideration. Long-term care refers to assistance and support required by individuals with chronic illnesses, disabilities, or cognitive impairments that hinder...
What does it take to be wealthy? While each person may have a different financial threshold in mind, most people have a similar mental picture of what wealthy looks like. They see a fancy home, nice cars, and lavish vacations enjoyed by someone who sold their company...
!!!Editor’s Note!!! If you’re like most people, your eyes glaze over and you almost instantaneously fall asleep as soon as anyone begins discussing anything as boring as health savings accounts! We don’t blame you. Saving for healthcare costs isn’t something most...
March 2023 has seen the start (and hopefully the end?) of a financial industry crisis that has captivated Wall Street and many Americans. It all started on Wednesday, March 8th when Silicon Valley Bank in Santa Clara, CA announced it needed to raise capital to shore...
Mutual funds have long provided a simple way for Americans to diversify their assets and invest for the future. While there are historical examples of pooled investments throughout history, modern mutual funds can trace their roots back to 1924 when the oldest still...
