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Making Your 2027 RMDs Easier Than Your 2026 RMDs
Required minimum distributions (RMDs) aren’t a problem for everyone. But if yours are likely to significantly increase your 2026 tax bill, you may be wondering how to keep that from happening year after year. Fortunately, ...
Habits for Healthy Aging in Your 60s, 70s, and Beyond
Reaching your 60s, 70s, and beyond brings about noticeable changes to your body and mind. Although some changes are a normal part of aging, healthy habits can help reduce their negative impact and support physical ...
Social Security For Couples
Most married couples think about Social Security as two separate decisions: Each spouse chooses when to file based on their own benefit. But in actuality, Social Security should be viewed as a household decision. Spousal ...
Are You Prepared to Live Long in Retirement?
Retirement is changing in a significant way: People are living longer. Thanks largely to advances in medicine and improved living standards, life expectancy has risen dramatically over the past century. In the United States alone, ...
Is $1 Million Enough For Retirement?
For years, $1 million has been viewed as a benchmark for a comfortable retirement. But the truth is, there is no universal savings target. Whether $1 million is enough depends on many factors, such as ...
Deciding Who Gets What
While estate planning typically focuses on the how–including tax strategies often involving trusts and wills–to whom can be just as complicated. We strive to help make it easier by laying out options you may have ...






