Your Must Know Guide to Current & Future Tax Changes

The Sequence of Returns What exactly is the “sequence of returns”? The phrase describes the yearly variation in an investment portfolio’s rate of return. But

How to Make the Tax Code Work for You By April 11, 2025, over 117 million taxpayers had dutifully filed their federal income tax returns.

It Was the Best of Times, It Was the Worst of Times Key Takeaways Diversification can help manage investment risk, but it doesn’t eliminate it.

Avoiding Cognitive Decline Of those aged 60 and older, 12 to 18 percent have mild cognitive impairment. People living with mild cognitive impairment are more

Retirement Seen Through Your Eyes How do you picture your future? Some see retirement as a time to start a new career. Others see it

Understanding the Alternate Valuation Date When an individual dies, the executor is faced with an important decision that has the potential to impact the taxes

Your Changing Definition of Risk in Retirement During your accumulation years, you may have categorized your risk as “conservative,” “moderate,” or “aggressive” and that guided

9 Facts About Retirement Retirement can have many meanings. For some, it will be a time to travel and spend time with family members. For

A Penny Saved is Two Pennies Earned The famous saying from Poor Richard’s Almanack is frequently misquoted. It was published by founder Benjamin Franklin in

A Primer on Irrevocable Life Insurance Trusts “I’m proud to pay taxes in the United States; the only thing is, I could be just as