3 min read
Jeffrey Aron: Sep 23, 2025
IRA Beneficiary Choices Matter! Naming an IRA beneficiary might seem simple, but it can have major tax consequences for your heir. This article explains how different beneficiary types affect withdrawal timelines and taxes, and why even...
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3 min read
Joseph Sachetta: Sep 11, 2025
The decision to move into a senior housing community is rarely simple. Beyond the personal and emotional considerations, there’s a financial...
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Domenica Lurvey: Sep 11, 2025
This article compares 15- and 30-year mortgages for Gen X buyers, highlighting the trade-offs between faster payoff and greater monthly...
3 min read
Joseph Sachetta: Sep 11, 2025
Personalized retirement planning means building your strategy around your own goals, tax situation, healthcare expectations and family dynamics...
5 min read
Hanna Quill: Sep 05, 2025
Meaningful comfort comes from validating someone’s grief and offering specific, thoughtful support—not generic phrases. Avoid clichés like “stay...
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Nick Forgione: Aug 25, 2025
The new “One Big Beautiful Bill Act” (OBBBA) has been making headlines for its sweeping tax law changes. While it didn’t alter Roth IRA rules...
5 min read
Domenica Lurvey: Aug 06, 2025
Insurance plays a central role in protecting your financial foundation—especially in your 40s and 50s, when your income, savings, and goals are...
5 min read
Stephen Ahern: Aug 06, 2025
This piece explains four legacy-planning moves that go beyond trusts: regular family conversations, tax-timed Roth conversions, liquidity via...
3 min read
Michael Callahan: Jul 09, 2025
Congress has finally settled the “What happens after 2025?” tax debate by passing the “Big Beautiful Bill.” While many 2017 rules stay in place,...
3 min read
Stephen Ahern: Jun 27, 2025
Reverse mortgages are rarely a good fit, but there are specific situations—like limited income with no desire to leave the home to heirs—when...