Sorting through options for long-term care can be daunting. A continuing care retirement community, also known as a life plan community, is one option you may consider.

IR-2023-155, Aug. 25, 2023 — Today, the IRS announced an administrative transition period that extends until 2026 the new requirement that any catch-up contributions made by higher income participants in 401(k) and similar retirement plans must be designated…

The IRS has released tax brackets and new standard deductions for 2023 and, like most things, inflation is having an impact on the numbers.

Retiring early can give you lots of free time to do what you want. However, it can also have some drawbacks. Learn more in this article.

What chance do you have of living to 100? And, can you afford to do so? Explore life expectancy trends and what it takes to fund a long life.

The annual inflation rate in the United States was 3.3% for the 12 months ending March, up from 2.4% previously, according to U.S. Labor Department data released April 10, 2026. The next update is scheduled for May 12 at 8:30 a.m. ET and will cover the 12…

Americans are forced into retiring earlier than they imagined, they don’t have an inkling of how much they need to save, nor do they know how many years they might need to finance after they leave the workforce.

In the case of a jointly-owned property, what happens if one spouse passes away and the property is subsequently sold?

For your free elder law estate planning consultation, please call 800-500-2525 X100 - 13 NY locations. Keeping Your Assets in the Family — The Inheritance Trust - Albany Estate Planning Lawyer

You shouldn't have to wait until age 59.5 to enjoy your money. Rule 55 can help you retire sooner, with no penalties, using your 401k.

Learn about the estimated tax payment safe harbor guidelines with the tax pros at H&R Block. We’ll outline the safe harbor rule and how to avoid the underpayment penalty.

Investing money can help you build wealth, but taxes can take a big bite out of your earnings. Following a buy, borrow, die strategy is one way to minimize your tax liability and preserve more of your wealth. The concept … Continue reading → The post Buy…

Learn how to leverage your investment portfolio to access funds without selling your assets with a pledged asset line (PAL). Compare PALs with other lending options and discover how Kubera can help you manage your PAL in this comprehensive guide.

So, you lost money on bonds. The first question to ask yourself is – “Why did I decide that bonds belong in my portfolio in the first place?”

Your family tree determines your genetic makeup. Your financial family tree determines your financial makeup, how you think and feel about money.

A FI/RE early retirement calculator visualizing longevity risk in early retirement and enables you to compare the probability success, failure and mortality.