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What Happens to Your Frequent Flier Miles When You Die?

July 17, 2019 No Comments

You obviously can’t take them with you. However, upon death, you often can’t even leave your frequent-flier miles behind.

Why is an Advance Directive so Important with Dementia?

July 16, 2019 No Comments

When it comes to the prospect of dementia, advance directives are critical because the disease is progressive.

How Has the New Tax Reform Affected Charitable Giving?

July 15, 2019 No Comments

After years of strong growth, total charitable giving rose just 0.7% in 2018, according to a new report on philanthropy by Giving USA. When adjusted for inflation, total giving declined 1.7%.

Stretch IRA May be Disappearing Soon

July 12, 2019 No Comments

If Congress gets its way, you’re going to lose the opportunity to help your children build wealth, and at the same time, they could end up in higher tax brackets for years.

The Dark Side of Reverse Mortgages

July 11, 2019 No Comments

Reverse mortgages can be a good way for income-starved seniors to gain extra cash, when going back to work is no longer an option or desirable. The loans, which enable homeowners to tap the equity in their dwellings, also can be complex and even lead to foreclosure.

Estate and Succession Planning are Key to Business Longevity

July 10, 2019 No Comments

If you own a business, you’ve always got plenty to think about: sales, marketing, employees, competition, industry trends and consumer preferences. The list goes on and on.