Assuming you’ve determined that you can contribute financially without hindering your own retirement plans, you should carefully consider how you may be able to help.
“New Grandparent Syndrome”—and the doting it inspires—is real. Here’s how you can balance generosity with practicality.
After a large increase in Medicare Part B premiums for 2022, the cost is now dropping. We’ll look at a surprising reason why.
These misperceptions can end up costing you a lot of money, and more importantly, years of your life working for someone else rather than pursuing your passions.
Preparing for retirement might be the single biggest financial challenge people face. We’ll cover planning at the beginning of your retirement journey on this edition of Project Wealth.
With the passage of the SECURE Act inherited IRAs from those who passed after December 31, 2019 are no longer allowed to stretch the withdrawals over their life expectancy.
IRS tax code treats married people very differently than single people. When a spouse dies, the surviving spouse may often face a drop in income and a hike in income taxes at the same time.
We all have different “money scripts,” or things we tell ourselves about money that impact our financial decisions. Becoming aware of these thoughts—and the impact they have on our spending and saving behaviors—is important as you plan for and enter retirement.
Do you have a plan to provide for your pets after you’re gone? We’ll cover some estate planning tips for our furry friends on this edition of Project Wealth.
Since his deceit was revealed, there are still many unanswered questions. Despite these questions, there are lessons that fraud can teach all investors to avoid becoming victims of the next Madoff.
Gifting to adult children can be a rewarding way to enrich their lives.
HELOC stands for home equity line of credit. Like a mortgage, it’s a loan made against the equity in your home.
Are you retired or planning to retire soon? Do you still own a life insurance policy? We’ll give you some life insurance pointers on this edition of Project Wealth.
Why is Pennsylvania considered a good state for retirees? The answer on this edition of Project Wealth.
Don’t take shortcuts when calculating your retirement income
Unfortunately, it is not uncommon to meet prospective clients who attended an “informational” seminar, got a nice steak dinner, and ultimately purchased an annuity that may cost them thousands of dollars…
While the federal estate tax (in its current form) is probably something that very few people will need to worry about, the inheritance tax is really something that all Pennsylvanians need to consider.