Our Company News
Holographic Wills and the Case of Anne Heche
Episode 204 – A holographic will is basically a handwritten document that could be someone’s last will and testament. But can an email also be a holographic will? The recent death of Anne Heche has raised this question. Continue Reading Holographic Wills and the Case of Anne Heche
Congress is Getting Serious About Retirement Savings: You Should Too
Episode 203 – Congress is worried about Americans’ insufficient retirement savings and you should too. Various legislative proposals seek to address these concerns. Continue Reading Congress is Getting Serious About Retirement Savings: You Should Too
IRS Extends Deadline to File for Portability of Estate Tax Exemption Amount
Episode 202 – IRS extends the deadline to file for portability of the estate tax exemption amount after the first spouse’s death. Continue Reading IRS Extends Deadline to File for Portability of Estate Tax Exemption Amount
I Have an Emergency. I Need Cash. Now What?
Episode 201 – What do you do when you need cash in a hurry? A recent article came up with five options that you might not have thought of. We analyze them here. Continue Reading I Have an Emergency. I Need Cash. Now What?
10 Common Mistakes in Purchasing and Owning Life Insurance
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. Continue Reading 10 Common Mistakes in Purchasing and Owning Life Insurance
The Great Resignation: Tools to Help You Fight It
Episode 199 – If you’re a business owner, by now you’ve undoubtedly heard of the Great Resignation, sometimes known as the Great Reshuffling. Continue Reading The Great Resignation: Tools to Help You Fight It
Long Overdue Healthcare Relief for Seniors
Episode 198 – The Inflation Reduction Act of 2022 provides long overdue healthcare relief to seniors and retirees. Continue Reading Long Overdue Healthcare Relief for Seniors
What Happens to Your Social Security if You Change Your Mind about Retirement?
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? Continue Reading What Happens to Your Social Security if You Change Your Mind about Retirement?