by Guest | May 26, 2023 | 529 Plans
Have you considered not funding a college 529 plan for your child, thinking they may not go to college, may not need all of the funds, or may attend university in another country where the plan does not offer tax advantages? There is a new option which allows your...
by Guest | May 19, 2023 | Investing long-term
Individuals and retirement planning experts alike are recognizing that a successful and satisfying retirement experience depends on more than a healthy nest egg. In fact, financial reporter John Wasik contends, “Financial security and retirement are not the two peas...
by Guest | May 12, 2023 | Retirement
Most people couldn’t be more excited to sign up for Medicare when their 65th birthday rolls around. They are delighted to finally reduce health insurance costs. But what if you are living out of the country or forget, or otherwise just don’t sign up right away? The...
by Guest | May 8, 2023 | Investing and Politics
Buckingham Strategic Partners put together the video below to explain further… Watch this video to learn some important...
by Guest | May 5, 2023 | Inflation
Recently, we’ve seen depreciation in the value of the dollar. Whether due to US debt levels, inflation or interest rate hikes, a number of factors are at play. If you live abroad and rely on dollar income from the US, you may want to plan ahead. If you live in the US...
