Learn how the income exclusion rule categorizes certain incomes, like certain interest and child support, as tax-free, ...

See the tax advantages and downsides.

There are many financial tools that seniors can leverage. Some build wealth or provide income, while others offer protection for heirs or ensure that end-of-life costs are covered. "Both are valuable ...

As you age and your income sources become less robust, it's natural to look for ways to reduce expenses, not add to them. For seniors in today's economic climate, in which inflation and credit card ...

Most people purchase a life insurance policy so their loved ones are taken care of when they die. But what if you wanted to cash in on that policy while you’re still alive, to pay for necessities now?

Many Americans are reassessing their financial strategies as economic conditions shift now that we're in mid-2025. While job markets remain stable and inflation has eased compared to recent highs, ...

Helping senior clients through estate planning requires a comprehensive strategy that includes consultations with their legal and tax advisors to ensure proper asset distribution, minimize tax ...