Articles by Ashley Terrell, IAR

Latest articles by Ashley Terrell, IAR

Grandparents and their grandchildren sitting on the home porch swing

3 Tax-Efficient Legacy-Building Strategies for the Wealthy

If you have a high net worth, you need the kind of estate planning that navigates complex tax landscapes to ensure you pass on the maximum amount of wealth.

I'm a Financial Adviser: The OBBB Is a Reminder for Older People to Have a Long-Term Plan

The new tax bill presents a good opportunity for retirees to revisit tax plans, look into doing some Roth conversions and consider plans for long-term care.

By Ashley Terrell, IAR
Widow's Penalty: Three Ways to Protect Your Finances

Higher Medicare premiums, smaller Social Security payments, bigger tax bills … Financial changes can hit hard when a spouse dies. How to counter the blow.

By Ashley Terrell, IAR
Gender Pay Gap Is a Triple Whammy for Women: How to Beat It

When you're paid less, it's hard to get by, much less save for retirement. And your Social Security benefit could be lower, too. What's a woman to do? Invest.

By Ashley Terrell, IAR