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Tis the Season for Tax-Friendly Giving Strategies
You may donate money to charitable organizations throughout the year, for no other reason than your heart-felt desire to support causes that you care about.
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What’s the Difference Between Medicare and Medicaid?
It’s easy to confuse Medicare and Medicaid because they have similar names and are both government programs that pay for health care.
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Three Stretch IRA Alternatives
The passage of the SECURE Act in 2019 effectively eliminated the stretch IRA, an estate planning strategy that allowed an inherited IRA to continue growing tax deferred, potentially for decades.
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Virtual Health Care Is Here to Stay
The use of telehealth skyrocketed early in the COVID-19 pandemic, with the number of remote office visits and outpatient services 78 times higher in April 2020
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Spending Higher Than Expected for More Retirees in 2022
Considering high inflation, it’s not surprising that the percentage of retirees who said their spending was higher than expected increased in 2022
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