December 13, 2017

Life insurance products with long term care riders

The price of long-term care insurance has really gone up.


Understanding the gift tax

Here’s what you need to remember: practically speaking, the federal gift tax is a tax on estates. If it wasn’t in place, the rich could simply give away the bulk of their money or property, while living, to spare their heirs from inheritance taxes. 


Will you really be able to work longer?

You may assume you will. That assumption could be a retirement planning risk.

How long do you think you will work? Are you one of those baby boomers (or Gen Xers) who believe he or she...