The SECURE 2.0 Act, an expansion of the SECURE Act of 2019 and signed into law in late 2022, includes more than 90 changes to ...

Married couples and civil partners can inherit from each other free of inheritance tax. But siblings who live together in old ...

It’s a significant life event that requires careful planning and consideration. Before you dive headfirst into the process, ...

An important part of retirement planning is keeping track of how you are progressing. If you don’t know where you are, ...

South African retirees overestimate their savings and underestimate their expenses, causing difficulties throughout their ...

Being a super saver isn't an option for everyone. It’s possible, however, to build a sound retirement strategy even when ...

Elections have consequences! No, I am not referring to the recent national election cycle but rather the important elections ...

The Trump tax cuts doubled the exclusion before lifetime gift and estate taxes applied. For 2025, the threshold is climbing to $13.99 million per person. Without congressional action, the level would ...

Many high-income earners find themselves at a crossroads when it comes to optimizing their financial strategies for the ...

Workers who are 60 to 63 will be able to put in up to $11,250 in extra contributions in to their workplace retirement plan, ...

Learn about the valuable but often overlooked Social Security services that can enhance your financial security and personal ...

During President-elect Trump's campaign, he made two proposals regarding Social Security. The grim reality is that neither ...