Wrap fee programs—when investment advisor “wraps” a portfolio’s advisory fees and commissions into a single, all-inclusive fee—are designed to protect clients from churning.
A new report by financial advisor and Nerd’s Eye View blogger Michael Kitces reveals that most people will never draw down their retirement portfolio. Why?
For nearly a decade, the rules allowing for a tax-free Qualified Charitable Distribution directly from an IRA to a charity have been on-again, off-again, a part of the infamous Tax Extenders that would lapse and be reinstated every other year.
POLST (Physician Orders for Life-Sustaining Treatment) is an approach to improving end-of-life care in the United States, encouraging doctors to speak with patients and create specific medical orders to be honored by health care workers during a medical crisis.
I have been thinking about getting a long-term care insurance policy, but have found the monthly premiums to be very expensive. How can I find cheaper coverage?
The process of weeding through a house full of stuff and parting with old possessions can be difficult and overwhelming for many people.Can you offer any helpful tips for downsizing?
I’m approaching 65 and am interested in a Medicare Advantage plan to cover my healthcare and medications. What tips can you provide to help me pick a plan?
Does Medicare cover second medical opinions? The doctor I currently see thinks I need back surgery, but I would like to get some other treatment options before I proceed. What can you tell me?