Seven Estate Planning Moves to Make Today
Contemplating end-of-life decisions can be difficult enough without considering the complexities of estate planning. It’s no wonder, then, that almost half of all Americans do…
Financial Planning
Designed to Go the Distance: Portfolio Withdrawal Rates for “Times Like These”
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Like pacing for a marathon, withdrawing funds from an investment portfolio during retirement is a balancing act. Withdraw too much and you risk running out…
SECURE 2.0 Act: Eight Top Questions Answered
The SECURE 2.0 Act was signed into law December 29, 2022, as part of a broader spending bill. This expanded version of the Setting Every…
It’s Not What You Have—It’s What You Do With It
Can money make you happy? For years, researchers have pondered this question, seeking the elusive sweet spot where people feel they have “enough.” What’s Happiness…
Keeping Up With Inflation: IRS Tax and Limit Changes for 2023
Less exciting than a rare Portland snowstorm, yet more rewarding than shoveling a walkway, IRS tax and limit adjustments arrive in their own kind of…