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Teaching Teachers
Chris Nye | Aug 18, 2021 ACROSS THE COUNTRY, teachers are losing out on hundreds of thousands of dollars in retirement money because of the fees in their 403(b) plans. When I…
How to Calculate the Break-Even Age for Taking Social Security
When it comes to maximizing your Social Security benefits, there are a lot of elements to take into consideration. One factor that can be especially enlightening is your Social Security…
Review Your Beneficiary Designations
Failure To Designate Beneficiaries Can Sabotage Estate Plans August 23, 2021 • Jeff Stimpson Even after a pandemic heightened awareness of the importance of naming beneficiaries for estate planning, some…
Prince’s Estate Has Valuable Estate Planning Lessons For Us
Prince’s estate and the legal actions following his death deliver important estate planning lessons to most of the rest of us. Prince Rogers Nelson, the entertainer known generally as Prince,…
USA, Columbia, Washington DC, Capitol Building
What Happens if the Debt Ceiling Isn’t Raised
ECONOMY AND POLICY October 06, 2021 While unlikely to occur, a default on U.S. debt would have serious impacts for global financial markets. Learn more. Lawmakers in Washington set…
A Loophole Makes ‘529’ Plans Good Wealth Transfer Tools. Here’s How to Use Them.
By Neal Templin Updated June 1, 2021 / Original May 29, 2021 529 plan loophole? Yes. People tend to think of “529” education-savings plans as a nifty way to save…
How to discover your best spending rate in retirement
Published Tue, Jun 22 20212:12 PM EDT Carmen Reinicke@csreinicke After saving up for decades to retire, many Americans are excited to finally stop working and enjoy their free time. Yet…
The Financial Effects of Losing a Spouse
With the loss of your spouse's income, you may find yourself in a lower tax bracket or that you qualify for new deductions or credits.
How Different Types of Investment Income Are Taxed
Tax Planning April 06, 2021 Learn how interest income, capital gains, dividends and retirement income are treated at filing time. The federal tax system is not exactly straightforward. There are…
Medicare Advantage Vs. Medigap – The Most Consequential Decisions You’ll Face
by Joanne Giardini-Russell, 3/9/21 Advisor Perspectives welcomes guest contributions. The views presented here do not necessarily represent those of Advisor Perspectives. Every year. Every day. I teach clients that they…