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In the current political environment, it’s very likely the current lifetime estate and gift tax exemption amount won’t expire after 2025. Estate and gift taxes should…

We soon will learn what Congress and the Trump Administration have in store for Medicaid. But while the state/federal program has become a high-profile target, it…

There are numerous myths, rules of thumb, traditions and other shortcuts surrounding retirement planning. Fallacies and poor assumptions are behind many of them. Using the shortcuts…

For much of our life, school systems and workplaces teach us the next steps. We learn in elementary school the skills needed in middle school to…

University of Southern California professor and storytelling sage Robert McKee said this about character: “True character is revealed in the choices a human being makes under…

Ray Dalio, billionaire founder of Bridgewater Associates, once warned that if America didn’t address its widening wealth gap, the rich might soon face mobs with pitchforks.…

Last year I reported on actions the previous administration was taking to make Medicare Advantage plans less attractive to beneficiaries and the consequences of those actions.…

An investment market decline can create financial opportunities for alert investors, whether the decline is short and sharp or long and drawn out. Market declines can…

In homes across America, a quiet crisis is unfolding. The “sandwich generation” – adults simultaneously caring for their children and aging parents – finds itself increasingly…

The early months of the year are important for taxpayers ages 70½ and older who have traditional IRAs. The right plan developed early in the year…