Have you ever had to deal with a “white elephant inheritance”? Not the actual pachyderm, but what Merriam-Webster calls “a […]
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Social Security Strategies
For many Americans, Social Security represents a critical component of their retirement income. However, navigating the complexities of Social Security […]
Trusts
The Basics of Trusts A trust is a legal arrangement where one party (the “grantor”) transfers assets to another (the […]
2024 Election Guide
I’ve avoided it for long enough. Let’s talk about the election and what it means for your money. We’re going […]
Important Birthdays After 50
Most children stop being “and-a-half” somewhere around age 12. Kids add “and-a-half” to make sure everyone knows they’re closer to […]
Stock Sectors
In the dynamic world of investing, understanding stock sectors is crucial for making informed financial decisions. Stock sectors represent distinct […]
Capital Gains and Losses
Capital gains result when an individual sells an investment for an amount greater than their purchase price. Capital gains are […]
How does working affect Social Security Benefits?
In a recent survey, 73% of current workers stated they plan to work for pay after retiring. And that possibility […]
Incentive Stock Options
Incentive Stock Options (ISOs) are a type of stock option a company grants its employees as compensation. ISOs have specific […]
Social Security and When To Collect
Collecting Social Security benefits early or waiting until full retirement age (FRA) and beyond involves trade-offs, and the decision depends […]