OK, as a Certified Financial Planner® professional, I will say it: Happy World Financial Planning Day!
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Sifting through the noise of World Financial Planning Day
How to ‘Celebrate’ This Day
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Georgia Has a New Income Tax Rate for 2024Tax Cuts Georgians now have a tax package containing income tax cuts, childcare relief, and potential property tax caps.
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Why Spotify Stock Is Soaring After Q1 EarningsSpotify beat expectations for the first quarter and its stock is notably higher following the report. Here's why.
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Pros and Cons of Waiting Until 70 to Claim Social SecurityWaiting until 70 to file for Social Security benefits comes with a higher check, but there could be financial consequences to consider for you and your family.
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How to Stop Boredom From Ruining Your Happy RetirementRetirees who explore new interests and have an active social life are more likely to find joy — and even greatness — in the newfound freedom of retirement.
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The Life-or-Death Answers We Owe Our Loved OnesHow our life ends isn’t always up to us, but that question too often must be answered by loved ones and health care workers who don’t know what we would want.
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Is 100 the New 70?Eating well, exercising, getting plenty of sleep and managing chronic stress can help make you a SuperAger. Funding that long life requires longevity literacy.
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Nine Lessons to Be Learned From the Hilton Family Trust ContestDisclaimers, good communication, post-marital agreements and more could help avoid conflict in a family after the owners of a wealthy estate pass away.
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Strategies to Optimize Your Social Security BenefitsTo maximize what you can collect, it’s crucial to know when you can file, how delaying filing affects your checks and the income limit if you’re still working.
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Don’t Forget to Update Beneficiaries After a Gray DivorceSome states automatically revoke a former spouse as a beneficiary on some accounts. Waivers can be used, too. Best not to leave it up to your state, though.
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Charitable Remainder Trust: The Stretch IRA AlternativeThe SECURE Act killed the stretch IRA, but a properly constructed charitable remainder trust can deliver similar benefits, with some caveats.
