There Is No Magic Number for Self-Funding Long-Term Care
May 29, 2019 -We must dig a little deeper to assess the true need.
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We must dig a little deeper to assess the true need.
Streamlined advice to keep your affairs in order
Helpful insight on recent tax law changes
Biases and misperceptions about risk challenge individual investors
Understand two available tax credits.
An opportunity to reflect and learn from our past behaviors.
Considerations for this year
It may be less painful than you think.
All of the income you make is not taxed at one rate.
The upcoming tax-filing season is going to be a lot different than in years past.
Read this first to better understand your options.
Take this important step to protect yourself.
Considerations as you plot your course toward enrollment
To quote Jim Rohn, “It’s not what happens that counts; it’s what we do about it.”
An estate plan should not be static.
Make the most of this important benefit, regardless of your employer’s chosen provider.
Simple tips for a brighter financial future
Even if you think it is a waste of time, this 30-minute activity can determine a student’s eligibility for a myriad of grants and aid for all income levels.
The same forces fueling retirement confidence also have the potential to work against new retirees in the years ahead.
