Changes to Social Security Claiming Strategies
The Bipartisan Budget Act of 2015 included a section titled "Closure of Unintended Loopholes" that ends two Social Security claiming strategies that have become
Estate Planning Strategies in a Low-Interest-Rate Environment
The federal government requires the use of certain published interest
rates to value various items used in estate planning, such as an
Are There Gaps in Your Insurance Coverage?
Buying insurance is about sharing or shifting risk. For example, health insurance will cover some of the cost of medical care. Homeowners insurance will assume some
I'm thinking about storing financial documents in the cloud. What should I know?
Cloud storage--using Internet-based service providers to store digital assets such as books, music, videos, photos, and even important documents
What's the best way to back up my digital information?
In writing or speaking, redundancy is typically not recommended unless you're really trying to drive a point home. When it comes to your digital life,