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What The One Big Beautiful Bill Means For Your Estate Plan
On July 4, 2025, the One Big Beautiful Bill Act was signed into law. For estate planners, the bill brought certainty to the uncertainty surrounding the federal estate tax exemption.…
Editor's Pick
The Hidden Tax On Success With Chris Guillebeau
I believe wealth management that only accounts for your money is disconnected from reality and may even leave you with…
U.S. Public Pensions Adapt To Change, And It’s Paying Off
Despite uncertainty about tariff policy, federal government layoffs, and ever-rising federal government debt, the U.S. economy and financial markets continue…
Changes In Prior Approval Coming To Traditional Medicare, Medicare Advantage
There were two major announcements recently regarding prior approval of treatments and services for Medicare beneficiaries. In most medical insurance,…
What You Need To Know About The New Retirement Account RMD Penalty
Retirement account owners above a certain age must take annual distributions from their accounts each year, known as required minimum…
4 Steps To Help You Decide Where To Live In Retirement
Deciding where to live in retirement is one of the most important decisions you’ll make that can significantly impact your…
Finances Are Not The Only Factor When Deciding Where To Retire
Where’s the best place for you to live in retirement? There are plenty of reports that try to provide the…
Mortgage rates inch lower this week
Mortgage rates ticked lower this week, mortgage buyer Freddie Mac said Thursday. Freddie Mac's latest Primary Mortgage Market Survey, released…
The Looming Retirement Crisis Is Real And So Are The Solutions
There’s no shortage of turmoil around Social Security and retirement security these days. If you listen to Americans—Republicans, Democrats, the…
Medicare Prior Authorization Getting WISeR? Five Essential Questions
On June 27, 2025, the Centers for Medicare and Medicaid Services introduced the WISeR model. This has generated an incredible…
How To Slash The Burdens Of IRA Required Minimum Distributions
Required minimum distributions from IRAs and 401(k)s can become a major tax burden during retirement, but you can reduce the…
Scottie Sheffler Shares Solomonic Wisdom That We Can All Apply In Life And Money
“I love the challenge … it’s one of the greatest joys of my life, but does it fill the deepest…
The Best Places To Retire Abroad In 2025
In search of lower costs, a different lifestyle and less toxic politics, more Americans are considering moving abroad. Here are…