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Connecting with family around the holidays can be valuable for more practical reasons, especially when it comes to checking in on the health – both physical and financial – of elderly loved ones.

Changes in the U.S. Tax Code affecting everything from retirement savings, income surtaxes and qualified deductions are definitely coming soon, according to tax planning experts. But what they’ll look like and how much it might cost or benefit you is anyone’s guess right now as proposals in the President Joe Biden’s Build Back Better Act are mired in Congressional machinations and negotiations.

With the holiday season upon us, it’s likely that many of us will spend an extended amount of time with family. This can sometimes lead to families coming to terms with the uncomfortable reality of a loved one in decline who is not receiving the help they need.

When we think of diversity, we usually think of people who are of a different racial or ethnic background from us. But diversity comes in many forms, a multicultural marketing expert said, defining it as “any way you are different from me.”

Dick Weber discusses how state and federal regulation efforts that will affect the sale of insurance products, and how the existence of these rules could even impact those who aren’t directly under those rules!

Many Americans say they are thinking differently about financial planning and are open to financial planning advice.

Programs to help fill the widening retirement savings gap – particularly among small-business employees, minorities and women – seem to be slowly catching on. But it’s still early to tell whether they will gain significant monetary and acceptance traction across the country, an industry panel said.
Student loan debt is impacting even older Americans.

The decades-old “4% rule” is a guideline for determining an annual withdrawal rate that in theory will provide sustainable income over a 30-year retirement period without depleting assets.