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Why These 10 States Are Getting Brutal on Estate Taxes
Image source: Unsplash For decades, estate taxes were primarily a concern for the ultra-wealthy. Most families never had to worry…
7 Things That Can Jeopardize Your Estate Without Legal Action
Image source: Unsplash Most people assume that once they draft a will or designate a few beneficiaries, their estate is…
10 Budget Cuts That Will Quietly Hurt Middle-Class Retirees
Image source: Unsplash When we hear “budget cuts,” we often think of sweeping legislative moves or temporary belt-tightening. But for…
Why Some Employers Are Targeting Workers Over 50
Image source: Unsplash For decades, workers over 50 were considered invaluable—experienced, reliable, and capable of mentoring the younger generation. But…
10 Things You Should Never Put In a Trust Fund
Image source: Unsplash Setting up a trust can be one of the smartest moves in estate planning. It allows you…
7 Retirement Perks That Quietly Vanished This Year
Image source: Unsplash Retirement used to come with a predictable set of benefits: affordable healthcare options, generous senior discounts, reliable…
10 Ways People Accidentally Disqualify Themselves From Assistance
Image source: Unsplash For millions of Americans, especially older adults, low-income individuals, and people living on fixed incomes, financial assistance…
8 “Discount” Insurance Plans That End Up Costing You More
Image source: Unsplash On the surface, discount insurance plans seem like a smart financial move, especially if you’re trying to…
Why Many Assisted Living Centers Are Now Under Surveillance
Image source: UnsplashAssisted living facilities were once marketed as warm, home-like alternatives to traditional nursing homes—places where aging parents could…
What I Ask My Clients Before They Use Debt To Vacation
Images by Getty Images; Illustration by Bankrate When you’re working hard to build financial security, deciding to spend thousands of…
