Contributor(s), Author at The Art and Science of Successful Planning

Federal Tax Filing Season Begins Mon., Jan. 29

The IRS will accept and process 2023 tax-year returns beginning on Monday, January 29, 2024. Tips for making tax filing […]

Here’s what you need to know about rising, or bull markets. Like sunshine after rain, up markets have always followed

Contributor(s) / December 27, 2023

Many IRA and retirement plan limits are indexed for inflation each year. Several of these key numbers have increased once

Contributor(s) / December 20, 2023

As we reflect on the year gone by, we’re feeling grateful for all the opportunities we’ve had to connect with

Contributor(s) / December 11, 2023

Despite high interest rates and unsettling geopolitical conflict, the U.S. economy outperformed the expectations of most economists in 2023 and

Contributor(s) / November 22, 2023

What is it? Long-term care insurance (LTCI) In return for your payment of premiums, a long-term care insurance (LTCI) policy

Contributor(s) / November 16, 2023

What is long-term care? Learn more about the types of long-term care below. In general, long-term care refers to a

Contributor(s) / November 14, 2023

Am I prepared for long-term care expenses? In general, Americans are not sufficiently prepared to pay for long-term care expenses.

Contributor(s) / November 10, 2023

To determine the need for long-term care insurance (LTCI) depends on your financial ability, age, health status, retirement objectives, and

Contributor(s) / November 10, 2023

As we get older and our health declines, the greater the chances are that we will require home care, nursing