According to Giving USA's Annual Report on Philanthropy, Americans donated $557.16 billion to charitable causes in 2023—up from $499.3 billion in 2022—demonstrating an ongoing collective commitment across the nation to giving back.1 But we’ve seen time and again… more
More than half of Americans in their 40s are part of the “sandwich generation” – that is, sandwiched between supporting an aging parent and still raising children under the age of 18 (or financially assisting an older child). … more
As you approach your 60s, a number of important questions begin to present themselves: When should I retire? How can I optimize my Social Security benefit? And, our focus today: when should I sign up for Medicare? Medicare… more
No matter what your current health status is, it’s always important to be realistic about what the future could hold. Why? Because around 70% of Baby Boomers will need long-term care at some point in their lifetime, and… more
In addition to the standard Medicare tax of 1.45% (or 2.9% for self-employed individuals), high-income earners may also be subject to the Medicare Surtax, or Net Investment Income Tax (NIIT), and the Additional Medicare Tax, depending upon their… more
With the presidential election quickly approaching, it’s safe to say this has been a campaign season unlike any other. Even during less newsworthy election years, investors come to us asking how the election might impact the stock market… more
The average age of marriage is 32—of course, it’s not unusual to see people getting married for the first time in their 20s.1 Though every family is different, spouses tend to bring fewer financial assets and dependents (children… more
People often associate legacy planning with leaving an inheritance to their children and grandchildren. But direct financial gifts aside, there’s something just as valuable you can leave to your family—and that’s the gift of financial literacy. When you… more
Earning income in retirement looks much different than what you were used to during your working years. No longer will you be working in exchange for a paycheck each month, with taxes automatically withheld. Instead, your income will… more
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