Bucket lists don’t have to be for tomorrow. The experiences or achievements that you hope to have or accomplish during your lifetime should also fit within your short term horizon.
Watch video

Elvis once sang, “Home is where the heart is.” Well, according to a recent study that parsed U.S. Census data, home is also where a good chunk of the money is. ResiClubAnalytics found that nearly 40…
Read more

More than 71 million Social Security beneficiaries can expect a 2.5% cost of living adjustment (COLA) increase in 2025, based on the Q3 inflation data so far. In other words, the COLA will raise the average…
Read more

Election years, particularly presidential elections, traditionally come into focus after Labor Day. This is when many American voters become fully engaged with the process. With that in mind, I often get the question: “Politics aside, which…
Read more

The federal estate tax threshold rose to $27.22 million in 2024 for married couples and $13.61 million for individuals as part of the Tax Cuts and Jobs Act (TCJA). Like several TCJA provisions, the higher estate…
Read more