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As much as 46% believe Medicare will cover the costs of long-term care.
May 23 -
In one case, a 6-year-old owed $7,000 in federal taxes two years after his father, a U.S. Navy senior chief petty officer, died of a heart attack.
May 14 -
With longer life expectancies leading to increased health care spending later in life, experts are second-guessing the 10% savings rule.
May 9 -
A market correction only becomes a real risk if investors act and make buy or sell decisions to alleviate mental anguish today at the expense of tomorrow, says an expert.
May 3 -
“Health care prices are increasing at levels that significantly exceed overall inflation,” an expert warns.
April 23 -
Unfortunately, physical and cognitive decline are among potential side-effects.
April 22 -
Capital gains tax rates are not just taxed at a single, more favorable, rate anymore.
April 17 -
A proposal to increase payroll taxes is facing opposition from some lawmakers who believe millennial workers cannot afford to bear the brunt of higher payroll taxes.
April 17 -
Grandchildren won't be able to have their own accounts until they are earning their own income, but they can be named beneficiaries.
April 8 -
Picking up on a client's unspoken wishes led an advisor to an unexpected asset allocation — one that benefited the client's daughter.
April 4
Mercer Advisors -
Errors are regrettably common. They are also easily avoidable.
April 1 -
Parents should have a smart plan on how to help their adult children returning to their home without putting their own retirement at risk.
March 26 -
A higher standard deduction makes itemizing deductions less valuable.
March 26 -
Not having a full understanding could hurt workers’ retirement prospects by causing them to possibly miss out on their employer’s match or not reducing their taxable income as much as possible.
March 8 -
The worst thing you can do during a stock market crash is panic and sell your stocks near the market bottom.
March 6 -
The sandwich generation is struggling to save for its own needs, and when you add in family demands, it paints a "grim picture," an expert says.
February 26 -
Some clients may experience a taxable event that pushes them into a higher tax bracket.
February 26 -
Cash is becoming an attractive security blanket again for investors amid rising interest rates and stock market volatility, says an expert.
January 22
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Although income that is taxable is likely to increase for families with two children, their final bills will be smaller.
January 22 -
Clients can often retire smoothly even during a downturn if they diversify and rebalance their portfolios properly, as well as pay off debts and maximize their Social Security benefits.
December 27















