12 Critical Insights About Social Security’s Survivor Benefit
Learn how Social Security survivor benefits work, eligibility rules, and key steps to maximize support after a spouse’s passing.
America’s Great Wealth Transfer is Coming. Here’s What Heirs Really Think
Gen X and Millennials are set to inherit a staggering $124 trillion in assets over the next 23 years in what many call America’s Great Wealth Transfer.
Eight Things to Know About Government Shutdowns
LPL Research discusses government shutdowns and what matters to investors.
Traditional vs. Roth: IRA Preference Differs by Generation
For investors who expect to be in a higher tax bracket in retirement, a Roth may be more beneficial in the long run — which is why they tend to appeal to younger generations.
Making Your Money Work for You Through Giving Strategies
The IRS allows lifetime tax exemptions on gifts and estates, up to a limit adjusted periodically to combat inflation. These exclusions enable people to preserve their wealth, and to pass it down to their heirs with as minimal a tax burden as possible. However, some strategies could potentially be employed to make essential decisions that […]
When Life Changes, Your Estate Plan Should Too
Understanding when and why to review your estate plan can mean the difference between your wishes being honored and your family facing unnecessary complications during an already difficult time.
12 Critical Insights About Social Security’s Survivor Benefit
Learn how Social Security survivor benefits work, eligibility rules, and key steps to maximize support after a spouse’s passing.
America’s Great Wealth Transfer is Coming. Here’s What Heirs Really Think
Gen X and Millennials are set to inherit a staggering $124 trillion in assets over the next 23 years in what many call America’s Great Wealth Transfer.
Eight Things to Know About Government Shutdowns
LPL Research discusses government shutdowns and what matters to investors.
Traditional vs. Roth: IRA Preference Differs by Generation
For investors who expect to be in a higher tax bracket in retirement, a Roth may be more beneficial in the long run — which is why they tend to appeal to younger generations.
