Although cryptocurrency may be one of the latest investment strategies with great potential, for some individuals and their loved ones, investing in cryptocurrency has not gone as planned. The following …
Although we would all like to believe that our family and loved ones will honor our wishes as expressed in our estate plan, contests are more common than you might …
Getting ready to embark on your next great adventure? Before you zip up the last suitcase, here are five issues you need to address to protect yourself and your loved …
Myth #1: International travel is no different than domestic travel. False. Although all travel requires planning and can involve risk and complications, international travel requires taking extra steps and addressing …
Myths Myth: Individual retirement accounts (IRAs) are exempt assets in bankruptcy. Fact: The federal Bankruptcy Code protects up to $1 million of assets (adjusted for inflation every three years) held …
Do you have an individual retirement account or other type of retirement account that you plan to leave to your loved ones? If so, proceed with caution. Inherited retirement accounts …
Your retirement account provides asset protection during your lifetime, but as soon as you pass that account to a loved one, that protection evaporates. When your spouse, child, or other …
Get to Know the Secure Act Written by Allison Kierman and Matt Wochos On December 20, 2019, President Trump signed the Setting Every Community Up forRetirement Enhancement Act (SECURE Act). …
The Setting Every Community Up for Retirement Enhancement Act is intended to make it easier for small business owners to offer retirement planning to its employees. Among its many provisions, …
