Protect Your Finances during the Coronavirus Pandemic
Many people may experience a loss of income due to illness or workplace closures. These resources include steps you can take to help protect your finances during the Coronavirus pandemic.
Short of Breath? Are Your Legal Documents Ready?
In other years, we would easily brush aside a little sore throat, a feverish feeling, even being short of breath after climbing a flight of stairs. This spring, we wonder. Is it time to get our affairs in order? Are your legal documents ready in case you are hospitalized due to illness?
Who is At Risk of COVID-19 and What You Should Do
In this article on the Centers for Disease Control and Prevention (CDC) website, they detail people who are at risk for serious illness from the Coronavirus COVID-19 and what you should do now and if you become ill.
Save Your Heirs Taxes on Retirement Plan Assets
Retirement plans such as 401ks, 403bs and traditional IRAs are funded with pre-tax money, grow free of income (but not capital gains) tax and are taxed on withdrawal. Read more for ways to save on taxes when leaving retirement plan assets to your heirs.
Property Taxes, Medicare and Social Security When You Turn 65
Our biggest challenge during retirement may well be living on a fixed (after inflation, a declining) income while medical costs rise – especially at the end of life. What happens with property taxes, Medicare and Social Security when you turn 65? Plan now! Read more for what you should know as you approach the big day.
Inheritance Tax for Non-Texan Heirs and Beneficiaries
Most people are not aware of inheritance taxes imposed by other states or countries or of the U.S. estate taxes which may be imposed even on non-citizen spouses who are permanent residents.
Download our FREE eBook
Take care of yourselves in sickness and in health. Secure your well-being and that of those you love. Download this FREE eBook now.
