If you gave away more than $18,000 to someone in 2024, you technically need to file a gift tax return. But will you actually owe a gift tax?
Will You Owe a Gift Tax This Year?
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Staying Safe in Winter Weather: Tips for Older Adults
Winter can be an enjoyable time of the year, but it can bring challenges, especially for older adults. Here are some ways seniors can stay safe and warm during the winter months.
Proper Retirement Planning Avoids Underestimating Care Costs
According to a 2024 study, nearly two-thirds of pre-retired individuals surveyed are underestimating their expected retirement health care expenses.
Home Safety for Aging in Place: A Guide for Older Adults
Aging in place involves making modifications to ensure safety, comfort, and accessibility for older adults.
The Great Wealth Transfer: Managing Your Inheritance Wisely
Inherited wealth can provide opportunities that weren’t previously available, such as early retirement, investment opportunities, or funding for personal passions. However, it can also come with complexities that require careful planning and decision-making. Here’s a guide to approaching and managing an inheritance wisely.