Linked benefit plans offer an attractive alternative to standalone long term care insurance assuming that a commitment is made to pay the required premiums and not exercise the return of premium feature.
When we make financial decisions, we often don’t think about the long-term effects – good and bad – they will have on other people.
Personal financial management systems have come a long way in less than 30 years, including increased efficiency and time-savings.
Setting up, modifying, and sticking to a budget requires discipline. Planning, organizing, and monitoring personal finances must be done continually.
This past week was yet another example of the importance of staying the course and not trying to time the market.
Form 8606 will reduce the amount of your taxable Roth IRA conversions and, in turn, will reduce the amount of income tax you will otherwise pay.
Several risks needs to be considered, and appropriate strategies developed, in the design and implementation of every retirement plan.
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