Can you live like a Princess and still build wealth in 2023? This financial planner thinks so. We share 7 strategies to build more wealth in 2023. https://t.co/JDzt25s1GW
When current yields are low, a fixed annuity will tend to deplete trust principal, and this fact is reflected in the present value of the deductible remainder to charity. https://t.co/hphTUuhm4P
Think bold, big, and get creative when it comes to planning out how to reach your goals. Here are 10 tips to help you have the boldest and best year yet! https://t.co/44Ya0wXXsO
As business owners we take risks. Substantial risks. It's what separates us from employees. An employee can walk away from a job anytime and just get another job. But the owner of a business can't do that. We must meet obligations a https://t.co/58QQPCcYad
Medicare does not now and never has covered long-term care. Problems tend to arise because there’s so much confusion about long-term care, LTCLTC for short. This Q&A should help clarify some of the issues. https://t.co/FVFsW7u7u2
Changes were made to many tax credits and deductions in 2022 that experts say could lead many people to owe money when they file their IRS returns in 2023. This is the first year since the pandemic when financial relief has slowed d https://t.co/sxKLhZQOD3
Downshifting is reducing one's standard of living for simplicity and improved quality of life. Downshifting assumes a trade-off between money or level of wealth, and quality of life, which relates to well-being. https://t.co/9nWuOZCWvu
Spending bill signed by President Biden includes expanded access to retirement plans, new rules for 529 accounts and student loan payment matching. https://t.co/zv8x8JcHOG
It’s important for advisors to know what’s available so they can discuss options with clients and build relationships with the next generation. https://t.co/iWGKXV3BR7
Inflation has been hitting everyone hard and going into 2023, there are several things you can be doing in order to protect the state of your finances. https://t.co/sJAK7Cud7O
The recently passed Secure Act 2.0 is a major overhaul of retirement-saving laws. Financial advisors explain which provisions will affect their clients most. https://t.co/4SsfmAICfs
Federal law guarantees that passengers will be refunded or reimbursed. But they’ll need receipts and patience, as thousands of people file claims from the holiday travel meltdown. https://t.co/EAT6O8buxl