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Additional Articles
Top 10 Questions High-Net-Worth Individuals Ask About Social Security
As financial professionals, we recognize the significance of understanding your retirement income sources. Unravel the complexities of Social Security with comprehensive answers to 10 frequently asked questions, empowering you to make informed decisions for your retirement strategy.
Healthcare Costs in Retirement
As many of my clients approach retirement, I’m increasingly concerned about healthcare costs, especially considering that 37% of workers, like them, are uncertain about covering medical expenses post-career. In this article, I explore the complexities of retirement healthcare expenses, from Medicare premiums to copayments, aiming to shed light on overlooked aspects and help us prepare financially for the future.
Filing Final Tax Returns for the Deceased
Dealing with the passing of a loved one is never easy. Amidst the emotional turmoil, there’s a lot to handle, including unexpected tasks like managing taxes. It’s crucial to understand that even in death, taxation is inevitable. Read on to learn how to navigate tax responsibilities after a family member’s passing, including filing final income tax returns and managing estate taxes.