Even though you're a long time away from needing long-term care, now is the time to plan. An estimated 70% of Americans currently age 65 will need long-term care at some point, and costs can be staggering. If you [...]
Did you know that Baby Boomers will pass down an estimated $68 trillion in wealth in the coming decades? You’ve worked hard for your money and likely want to see it passed down in the most efficient way possible [...]
When you think of your major expenses, you might think of housing, healthcare, travel, or something else. But have you considered that taxes could be your biggest expense, even in retirement? There could be ways to reduce your tax [...]
Alexander Hamilton was the first Secretary of the Treasury: He created the first national bank, consolidated the new country’s war debts, and established federal credit. You could say he was America’s first Chief Financial Officer. He was also a [...]
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