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Our Financial Blog
Looking for financial advice or just want to read up on the industry? Check out our most recent blog posts!
The Woolworth Misfortune: How Not to Provide for Heirs
Forty-six years and seven husbands after inheriting her $40 million Woolworth fortune, Barbara Hutton died with a mere $3,000. Learning from
Social Security: The Important Questions
Those “How much do you know about Social Security?” quizzes you see online are fun and interesting, but the bigger questions
Social Security for Same-Sex Couples
Spousal and survivor benefits for same-sex couples have been in limbo over the years. Obergefell v. Hodges granting same-sex couples the
Clarifications on the Budget Act of 2015
It’s been seven years since Congress passed the Bipartisan Budget Act of 2015 ushering in a number of Social Security changes.
5 Tax Gotchas in Retirement
If you are wealthy and reaching your distribution phase, your high-balance retirement accounts can create some burdensome tax situations, particularly when
11 Ways to Minimize the Bite from Medicare Taxes
Here is what you need to know to navigate the 3.8% surtax on unearned investment income and the 0.9% additional tax
Understanding Guardianship for Older Adults
One day you may find yourself involved in guardianship proceedings for an elderly parent or relative. Here’s an overview of what
What You Need to Know About Disability Benefits
Most of us probably hope that we will never need disability benefits. But for those who qualify, they can be an
10 Common Medicare Questions Answered
Medicare is more complicated than most people think. Here are ten of the most common questions that come up on Medicare.
