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A massive jump in economic policy uncertainty, highlighted by President Donald Trump’s on-again-off-again tariffs and other policy back and forth, has characterized the first few months…

Most people should consider having one or more trusts in their estate plans. To make decisions about trusts you must be aware of trust terminology and…

Especially in times of market uncertainty or volatility, our attention tends to be sucked into the bottomless vortex of pointless prognostication and aimless activity. Yet, if…

You’re sitting in your office hurrying to get that last project accomplished before time runs out. It’s not just the usual deadline. It’s your deadline. It’s…

If you’re retired, what should you do about recent gyrations in the stock market? During 2024, the S&P 500 gained 25% when you include the return…

President Donald Trump’s advisor Elon Musk went on TV the other day to say he’d cut up to $700 billion in fraud and waste from Social…

Start your kids on the right financial foot by saving for retirement early with a Roth IRA. If your child has earned income, perhaps from a…

Nearly half of Americans aged 50 and older with credit card debt are using credit cards to cover basic living expenses, with debt balances on the rise,…

Medicare Part B provides essential medical insurance, covering outpatient care and preventive services. But while paying the monthly premium—$185 in 2025—is crucial, far too many beneficiaries…

Looking for ways to get more tax-free income in retirement? You should check out the mega backdoor Roth tax-planning strategy. That is assuming you have already…