A long life is a gift, especially if you are lucky enough to enjoy good health. But all those years present a challenge, too: your money must last as long as you do. One strategy that may help you meet…
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Congress has given retirement savers a nice holiday gift: The SECURE Act 2.0. Tucked into the $1.7 trillion omnibus budget passed on December 23, SECURE 2.0 (Setting Every Community Up for Retirement Enhancement) creates new opportunities for retirement savers of…
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Keep your eye on the on the Securing A Strong Retirement Act, aka Secure 2.0 (HR 2954). The bill passed the House on March 30 with overwhelming bipartisan support and now heads to the Senate. The bill attempts to make…
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As couples retire and age, their thoughts often turn to giving up their life insurance. The premiums could cover other expenses. There are no longer little kids to consider. They are collecting Social Security, or soon will be. They are…
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Many of the rules governing retirement accounts have changed over the last few years. Now, more changes have arrived or are on the way. Required Minimum Distributions Return In 2021 The Coronavirus Aid, Relief and Economic Security Act, passed in…
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Age? Just a number for Giuseppe Paterno. On July 29, he became the oldest person ever to graduate college in Italy, reports Reuters. Paterno is 96. Born in Sicily in 1923 into humble circumstances, higher education wasn’t in the cards…
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The CARES Act (Corona Aid, Relief and Economic Security Act) signed into law on March 27 provides $2 trillion in relief for Americans impacted by the COVID19 pandemic. Among its many provisions, the law relaxes several rules for retirement accounts…
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The 2020 census begins in mid-March. That is when the U.S. census bureau begins sending postcards to all U.S. households requesting their participation. You should receive the correspondence by April 1. This is the first time that households may provide data…
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The SECURE Act has just been signed into law and went into effect January 1, 2020. Short for Setting Every Community Up for Retirement Enhancement, the legislation makes sweeping changes to the rules for retirement plan savings. We are in the…
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Florida Medicaid has revised several eligibility criteria that must be met to receive benefits for long-term nursing home care. These changes went into effect on January 1, 2020. The Medicaid applicant’s gross monthly income cannot exceed $2,349 per month (was…
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