by Jackie Cara | May 8, 2025 | Uncategorized
As people get older, they often need to rely on others for various kinds of help and are more likely to suffer from Alzheimer’s disease or other forms of dementia. Consequently, as people age, they are more vulnerable to being financially taken advantage of,...
by Jackie Cara | May 5, 2025 | Uncategorized
Takeaways Retirement planning confidence varies significantly across generations, influenced by economic factors and unique challenges. Current retirees advise paying down debt, beginning to save early, and utilizing employer-sponsored plans for successful retirement....
by Jackie Cara | May 5, 2025 | Uncategorized
Takeaways Republicans are pushing to repeal the federal estate tax, which they call the “death tax,” arguing it burdens family businesses and farms. Democrats contend it is a key tool for reducing wealth concentration. The tax currently applies to a small...
by Jackie Cara | May 5, 2025 | Uncategorized
Takeaways Shannen Doherty’s divorce from Kurt Iswarienko was finalized two days after her death, allowing her to control the distribution of her assets in her estate plan. If a divorce is not finalized before one spouse passes away, the surviving spouse may be...
by Jackie Cara | May 5, 2025 | Uncategorized
Takeaways Financial worries are a major contributor to stress. Proactive estate planning, such as creating a will, is one way to help reduce stress and provide a sense of control over one’s future. Stress can negatively affect mental and physical health and...
