Here's an overview of recent changes affecting required minimum distributions (RMDs), IRA contributions, inherited retirement accounts, and retirement-account investment options.
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Shoppers aren't the only ones hustling and bustling as Christmas approaches.
The U.S. Congress speeded up its typically glacial activity and approved the SECURE Act last week, serving it up just in time for the Christmas
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MoneyGuidePro®— the planning software available to SMI Premium-level members — is now even better. MGP's new MyBlocks system offers a simpler "onboarding" process for first-time users plus helpful new features for existing
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In the mid-1990s, I was in talks with Moody Publishers about the possibility of writing a second book. They asked what topics interested me, and among the ideas we discussed was a book tailored to the financial needs of
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It's wise to have a will, but there’s other information your executor and heirs would benefit from knowing. That's where a "letter of instruction" comes in. Think of it as an overview of your estate plan that covers areas
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Being single puts the responsibility of preparing for your later years squarely on your shoulders, especially if you don’t have adult children. So you need to have a plan.
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April 26, 2019
Howard Dayton
“Fortunes tend to self-destruction by destroying those who inherit them” — so said Henry Ford. How can you help ensure that the inheritance you leave is a blessing, not a curse?
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Each December, we offer planning suggestions for the year ahead. But this isn’t meant to be a one-size-fits-all list. It’s up to you to take our broad collection of ideas and narrow them down to your personal “Top 10” for
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September 26, 2018
Will Ertel, CFP®, CPA, PFS
Many people haven’t drafted a will because they think wills are only for the wealthy. Scripture, however, teaches that responsible stewardship isn’t a function of the size of one’s wealth. Stewardship is about obedience
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Just reading the phrase “long-term care” can strike fear in a Baby Boomer’s heart. Many assume it’s synonymous with nursing-home care (it isn’t), and believe the cost could ruin them (it could; while the odds are
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