Latest articles by Martin Schamis, CFP®
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Important Planning Considerations: Insurance & Long-Term Care
long term care insurance Your retirement plan isn’t complete until you’ve looked into getting the insurance you need, including life insurance, disability insurance and a plan for long-term care.
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How to Restructure Your Assets to Qualify for Medicaid
health insurance Several types of special income trusts and other strategies can be helpful when trying to protect your family’s assets from the devastating costs of long-term care.
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Tax-Smart Charitable Gifting Strategies
tax planning Take advantage of the current tax rules to support the charities you care about and save on your taxes at the same time. Here are a couple of noteworthy strategies to consider.
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How to Generate Tax-Efficient Retirement Income
retirement planning To limit your taxes, which accounts should you draw down sooner rather than later in retirement? The withdrawal strategy you decide to use could make a big difference, for you and for your heirs.
