Episode 200 – Life insurance is a critical part of any estate plan. But just having it is not enough; you need to get the details right. A recent article outlined 10 of the biggest mistakes people make when buying life insurance.
Episode 198 – The Inflation Reduction Act of 2022 provides long overdue healthcare relief to seniors and retirees.
Episode 197 – In the past year or so, the Great Resignation has evolved into the Great Reshuffling. But what happens to your Social Security if you retire and then decide to go back to work?
Episode 195 – Estate and gift taxes are financial considerations only for the wealthy, right? Maybe, maybe not! It depends!
Episode 194 – The problem of identity theft has grown more severe in recent years. As the IRS recently said in its Taxpayer Guide to Identity Theft, there are steps you can take to protect yourself.