Personal Finance
Warn Aging Parents Now About Online Phishing Scams
Holiday season is scammers’ season too. Millions of people shop online at this time, with record spending expected. If your aging parents are online shoppers,…
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Warn Aging Parents Now About Online Phishing Scams
Holiday season is scammers’ season too. Millions of people shop online at this time, with record spending expected. If your…
Post-Election Estate Tax Planning Requires A Cautious Approach
Like many people, you may have put off finalizing estate tax planning 2024 election results were in. Some people held…
FHFA announces higher mortgage loan limits for 2025
Housing prices have remained high for the last few years, largely due to fluctuating mortgage rates and lasting economic effects…
5 Secrets Happy Retirees Keep From Their Children
When it comes to ambition, pacing and purpose, every generation has its own healthy operating beliefs. There’s overlap but overall,…
Is The Jackal Good At Retirement Planning?
The new British TV series The Jackal on Peacock, starring Eddie Redmayne, offers a compelling and unsettling journey into the…
The World’s Best Places To Move (Or Retire), Ranked In A New Report
Thinking about living abroad? You’ve come to the right place. International Living just released its Annual Global Retirement Index—which highlights…
4 Creative Ways For Retirees To Responsively Leave A Legacy
Would you like to help change the world or your family’s lives by leaving a legacy, but you want to…
2024 Year-End Investment Checklist
As we approach the end of 2024, there is cause for optimism. The market has performed well, economic data indicates…
Freddie Mac, Fannie Mae backing bigger home loans in 2025
The Federal Housing Finance Agency (FHFA) announced on Tuesday it is raising the loan amount limits for mortgages purchased by…
Setting Boundaries With Aging Parents: Care Without Losing Yourself
Do you ever feel ovewhelmed in trying to be available for your aging parents while trying to keep your own…
Mortgage demand jumps as rates drop
Long-term mortgage rates fell over the past week, reigniting demand for home purchases and breathing new life into what has…
Should You Retire In 2025? Here’s What Experts Think
If retirement is on your radar, you might be wondering if you should retire next year. Your decision when to…
A Fun Way To Help Your Retirement Over The Holidays
The approaching holidays provide a great opportunity to gain valuable insights that will help you better plan your retirement. Instead…
Business Development For Financial Advisors: From Necessary Evil To Integrated Strategy
I’ve been in the financial advisory business for roughly 28 years—and for 28 of those years, I’ve had a challenging…
Inherited IRA Rules That Can Surprise And Trap Heirs
Congress and the IRS made inheriting an IRA a very complicated, confusing event. Inherited IRAs are accompanied by a host…
Your Life Can’t Wait! Learn To Decumulate.
If you’ve never encountered the term “decumulation,” you’re probably asking, “Decumu-what???” For most of your investing life, you’ve been focused…
New York Republican proposes to slash student loan interest rates
With President-elect Trump set to return to the White House in January, the sun appears to be setting on the…
McLaren's Zak Brown, Mastercard's Raja Rajamannar tout partnership ahead of Las Vegas Grand Prix
McLaren Racing Formula 1 Team and Mastercard officially launched their partnership on Thursday ahead of practice for the 2024 Las…