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Estate Planning When You Live in a Foreign Country
There are many American citizens who will spend an extended period outside the United States. What happens to your estate if you die while residing in a foreign country? It’s complicated. Planning is essential. Continue Reading Estate Planning When You Live in a Foreign Country
Business Planning Needed Now More Than Ever
Due to the One Big Beautiful Bill Act, the U.S. Supreme Court and current employment conditions, there’s never been a more important time for business owners to review their business succession and employee benefits plans. Continue Reading Business Planning Needed Now More Than Ever
What’s the Latest on the Long-Term Care Front?
With seemingly everything related to health care, the cost of long-term care keeps going up, which may eat into your savings if needed. What are your options to hedge that risk? Continue Reading What’s the Latest on the Long-Term Care Front?
About That Coming AI Apocalypse
A recent essay by Matt Shumer, CEO of OthersideAI, an artificial intelligence company, has gone viral. He projects widespread employment disruption due to the rise of AI, and much more quickly than most people expect. Is he right? Continue Reading About That Coming AI Apocalypse
Good News: Life Expectancy is Going Up
The latest U.S. life expectancy figures from the Centers for Disease Control and Prevention offer some fantastic news. The prospect of increased longevity should make all of us smile. But does it complicate your retirement planning? Continue Reading Good News: Life Expectancy is Going Up
The Spirit of Charles Ponzi Lives On
Charles Ponzi died penniless in 1949. The man himself is long forgotten, but his spirit lives on. Two recent convictions are a cautionary tale. Let the buyer beware. Continue Reading The Spirit of Charles Ponzi Lives On
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