Congress continues to increase the tax and estate planning benefits of 529 plans, making them a must-consider tool for parents and grandparents.529 plans were created to assist families saving for the higher education expenses of their children and grandchildren. The plans have been expanded several times, most notably in 2021…
According to recent data from the Employee Benefit Research Institute (EBRI), many U.S. retirees are…
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If you have a child or grandchild who doesn’t qualify for…
In its efforts to prevent alleged widespread fraud in Medicare, federal…
A few years back, my friend Tom called me on a…
Most people spend decades planning for the financial risks of retirement.…
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“Hope is not a strategy.” I’m reminded of this saying when reading the 2026 Retirement…
Picture a poker table. You’re playing your hand straight. But the guy across from you…
Have you ever heard the expression, “You don’t know what you don’t know”?Let’s add: “Until…
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The Trump administration took the final step toward killing the Biden administration’s SAVE student loan plan, announcing a…
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Savers might want to take a second look at I Bonds,…
In December 2019, Cassie Abel was having a moment. She was…
Medicare Part B premiums could rise to about $5,000 annually per…
A New York-based electronics manufacturer is recalling thousands of its dumbbells,…
Johnny C. Taylor Jr. tackles your workplace questions each week for…
Taxes & Retirement
Americans nearing retirement are carrying more debt, relying on credit cards and home equity amid…
