Thinking of Collecting Social Security Early? Not So Fast.
Episode 342 – Thinking of collecting your Social Security at age 62? Watch out for the “Excess Earnings Test.” It’s a bit more complicated than you may realize.
Practical Estate Planning Ideas for “Middle Tier” Families
Episode 341 – News flash: Estate planning is not for just the wealthy. Here are some ideas put forward in a recent article by renowned estate attorney Jonathan Blattmachr, especially for what he describes as “middle tier clients,” which he defines as people whose wealth does not exceed the available exemptions.
Want to Be an Effective Business Leader? Learn How to Listen.
Episode 340 – Actively listening to what someone else is saying can be incredibly hard, but it comes with enormous benefits. How do effective leaders manage it?
Thirteen Celebrity Estate Planning Lessons Revisited
Episode 339 – The rich and famous are prone to estate planning mistakes. Today we look at some real world examples, and the lessons we can all learn from all of them.
Six Reasons Single People Need Life Insurance Too
Episode 338 – Do single people really need life insurance? Here are six good reasons why they might.
The Epidemic of Gray Divorce
Episode 337 – The rate of gray divorce—defined as divorce after the age of 50 following a long-term marriage—has increased in recent years. The financial impact can be especially difficult for women.