Search here.

When you retire, something strange happens. Your calendar looks wide open, and suddenly, everyone wants a piece of it.

As a child growing up in Chicago, Bonnie Baskin, PhD, was curious and independent. When she read Silent Spring, Rachel Carson’s groundbreaking warning about the unintended consequences of pesticides, she saw that science could shape the future.

Do you ever find yourself tapping Buy Now at the end of a stressful day? In the moment, this small purchase may feel like a harmless act of self-care. But if you zoom out, you might see you’re moving away from self-care—and your financial goals—instead.

Q: We have built quite a bit of equity in our house over the past couple of years. Is it a good idea to use a home equity loan to tap into some of that money?

In this follow-up to our webinar last year “Outliving Your Annuities”, we’ll take a deeper dive into how annuities can support long-term retirement income planning.

Parents often want to invest in their children’s future but are unsure of the best options. Without proper guidance, they may miss out on opportunities to build wealth for their child’s education, future home purchase, or other financial goals.

The gift and estate tax system is a federal transfer-tax system composed of two main taxes: the gift tax, which applies to transfers made during an individual’s lifetime, and the estate tax, which applies to the decedent’s estate at death. This system is designed to tax the transfer of wealth, with specific exemptions and deductions available to reduce tax liability.

There are some important tax strategies to consider adding to your checklist as you approach the end of the year.